+1,988.6%
NOW vs VIAV
+438.7%
+1,550.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.4% | -3.3% | +1.7% |
| 7D | -5.6% | +12.3% | -17.9% | -8.3% |
| 30D | -26.8% | -21.0% | -5.8% | -23.5% |
| 3M | -19.4% | -14.1% | -5.4% | -19.4% |
| 6M | +12.3% | -39.9% | +52.2% | +19.4% |
| YTD | -32.9% | +85.2% | -118.1% | -54.4% |
| 1Y | -40.3% | +84.3% | -124.6% | -59.6% |
| 3Y | -19.1% | +320.9% | -340.0% | -63.0% |
| 5Y | -24.4% | +117.5% | -141.9% | -54.5% |
| 10Y | +521.8% | +323.1% | +198.7% | +188.5% |
| All | +1,988.6% | +438.7% | +1,550.0% | +859.0% |
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