+5,367.1%
O vs VIAV
+2,079.9%
+3,287.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.2% | -11.5% | -1.6% |
| 7D | -0.6% | +11.3% | -11.9% | -1.8% |
| 30D | -2.0% | -1.0% | -1.0% | -2.2% |
| 3M | +3.0% | -20.5% | +23.5% | +4.4% |
| 6M | -3.6% | +39.0% | -42.6% | -9.2% |
| YTD | +12.1% | +117.5% | -105.4% | -0.4% |
| 1Y | +8.9% | +233.8% | -224.9% | -8.3% |
| 3Y | +30.3% | +295.4% | -265.1% | +5.8% |
| 5Y | +13.7% | +134.3% | -120.6% | -3.0% |
| 10Y | +50.3% | +398.7% | -348.4% | +16.9% |
| All | +5,367.1% | +2,079.9% | +3,287.2% | +3,029.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling