+1,065.2%
NRG vs VIAV
+419.4%
+645.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.6% | -2.0% | +0.6% |
| 7D | -4.7% | +11.2% | -15.8% | -7.6% |
| 30D | -6.0% | -10.1% | +4.1% | -3.7% |
| 3M | -8.0% | -22.9% | +14.9% | -3.4% |
| 6M | -23.2% | +28.8% | -51.9% | -31.8% |
| YTD | -28.1% | +117.5% | -145.5% | -46.2% |
| 1Y | -27.3% | +216.1% | -243.3% | -52.1% |
| 3Y | +208.7% | +292.2% | -83.6% | +84.0% |
| 5Y | +197.7% | +141.0% | +56.7% | +102.7% |
| All | +1,065.2% | +419.4% | +645.7% | +450.1% |
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