+112.5%
NET vs VIAV
+103.0%
+9.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.6% | -3.5% |
| 7D | -7.0% | -4.6% | -2.4% | -5.2% |
| 30D | -4.8% | -10.4% | +5.6% | -1.8% |
| 3M | +3.8% | -34.5% | +38.3% | +19.1% |
| 6M | +50.0% | +7.0% | +43.1% | +24.9% |
| YTD | +41.5% | +95.6% | -54.1% | -22.0% |
| 1Y | +32.8% | +197.2% | -164.4% | -46.8% |
| 3Y | +335.9% | +232.0% | +103.9% | +47.1% |
| All | +112.5% | +103.0% | +9.4% | +28.3% |
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 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