-18.6%
NRG vs VIAV
+200.0%
-218.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.7% | +2.8% | +5.7% |
| 7D | +7.1% | -4.6% | +11.7% | +8.1% |
| 30D | -1.4% | -10.4% | +9.0% | +0.3% |
| 3M | -10.5% | -34.5% | +24.0% | -4.2% |
| 6M | -26.7% | +7.0% | -33.7% | -30.1% |
| YTD | -24.5% | +95.6% | -120.2% | -34.0% |
| 1Y | -18.6% | +197.2% | -215.7% | -27.6% |
| All | -18.6% | +200.0% | -218.6% | -27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling