+1,449.6%
NET vs VIAV
+138.4%
+1,311.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.6% | -3.4% |
| 7D | -7.0% | -4.6% | -2.4% | -5.3% |
| 30D | -4.8% | -10.4% | +5.6% | -1.9% |
| 3M | +3.8% | -34.5% | +38.3% | +18.3% |
| 6M | +50.0% | +7.0% | +43.1% | +28.3% |
| YTD | +41.5% | +95.6% | -54.1% | -14.8% |
| 1Y | +32.8% | +197.2% | -164.4% | -38.4% |
| 3Y | +335.9% | +232.0% | +103.9% | +77.2% |
| 5Y | +113.8% | +102.2% | +11.6% | +19.0% |
| All | +1,449.6% | +138.4% | +1,311.1% | +723.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling