-25.8%
NOW vs VIAV
+101.0%
-126.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | 0.0% | -2.8% |
| 7D | -8.7% | +3.2% | -11.9% | -9.1% |
| 30D | -29.3% | -31.8% | +2.5% | -27.4% |
| 3M | -21.8% | -16.6% | -5.2% | -21.8% |
| 6M | +9.2% | -39.4% | +48.7% | +12.4% |
| YTD | -35.0% | +74.0% | -109.0% | -52.3% |
| 1Y | -42.5% | +70.8% | -113.3% | -57.8% |
| 3Y | -21.5% | +295.5% | -317.1% | -63.2% |
| 5Y | -25.8% | +103.3% | -129.1% | -41.7% |
| All | -25.8% | +101.0% | -126.7% | -41.7% |
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