+62.8%
META vs VIAV
+103.0%
-40.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | +0.3% |
| 7D | +6.7% | -4.6% | +11.3% | +7.6% |
| 30D | +4.8% | -10.4% | +15.1% | +6.2% |
| 3M | -1.6% | -34.5% | +32.9% | +5.2% |
| 6M | -7.5% | +7.0% | -14.4% | -14.4% |
| YTD | -6.4% | +95.6% | -102.0% | -27.2% |
| 1Y | -17.3% | +197.2% | -214.5% | -44.4% |
| 3Y | +109.9% | +232.0% | -122.1% | +32.9% |
| All | +62.8% | +103.0% | -40.2% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VIAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling