+2,771.1%
NOW vs VIAV
+469.0%
+2,302.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.7% | -6.6% | -3.9% |
| 7D | -2.4% | -4.6% | +2.2% | -1.3% |
| 30D | +20.5% | -10.4% | +30.9% | +22.1% |
| 3M | +18.3% | -34.5% | +52.8% | +27.4% |
| 6M | +24.1% | +7.0% | +17.1% | +9.2% |
| YTD | -7.8% | +95.6% | -103.4% | -36.7% |
| 1Y | -21.4% | +197.2% | -218.6% | -54.8% |
| 3Y | +19.5% | +232.0% | -212.5% | -37.6% |
| 5Y | +4.1% | +102.2% | -98.1% | -33.6% |
| 10Y | +826.4% | +344.6% | +481.8% | +334.8% |
| All | +2,771.1% | +469.0% | +2,302.1% | +1,232.8% |
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