+504.4%
NOW vs VIAV
+315.1%
+189.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.8% |
| 7D | -1.7% | +23.7% | -25.4% | -6.1% |
| 30D | -27.4% | -21.2% | -6.2% | -24.4% |
| 3M | -19.4% | -24.5% | +5.1% | -16.7% |
| 6M | +13.1% | -39.1% | +52.2% | +19.4% |
| YTD | -34.3% | +82.6% | -116.9% | -56.2% |
| 1Y | -41.8% | +82.7% | -124.5% | -61.4% |
| 3Y | -20.7% | +315.1% | -335.8% | -66.4% |
| 5Y | -27.2% | +113.4% | -140.6% | -56.9% |
| All | +504.4% | +315.1% | +189.4% | +147.1% |
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