+327.1%
NET vs VIAV
+235.2%
+91.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.6% | -2.7% |
| 7D | -7.0% | -4.6% | -2.4% | -6.1% |
| 30D | -4.8% | -10.4% | +5.6% | -3.2% |
| 3M | +3.8% | -34.5% | +38.3% | +11.8% |
| 6M | +50.0% | +7.0% | +43.1% | +36.8% |
| YTD | +41.5% | +95.6% | -54.1% | +3.7% |
| 1Y | +32.8% | +197.2% | -164.4% | -17.5% |
| All | +327.1% | +235.2% | +91.9% | +157.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling