+1,602.9%
NET vs VIAV
+165.0%
+1,437.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.6% | -5.1% | -2.9% |
| 7D | +9.9% | +11.2% | -1.3% | +5.2% |
| 30D | -1.6% | -10.1% | +8.5% | +1.7% |
| 3M | +34.8% | -22.9% | +57.6% | +43.5% |
| 6M | +43.9% | +28.8% | +15.1% | +13.9% |
| YTD | +55.5% | +117.5% | -62.0% | -10.4% |
| 1Y | +36.5% | +216.1% | -179.6% | -37.8% |
| 3Y | +368.3% | +292.2% | +76.1% | +74.9% |
| 5Y | +140.5% | +141.0% | -0.5% | +25.2% |
| All | +1,602.9% | +165.0% | +1,437.9% | +766.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling