+629.3%
ON vs VIAV
+419.4%
+209.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.6% | +4.9% | +6.4% |
| 7D | +2.4% | +11.2% | -8.8% | -4.7% |
| 30D | -8.6% | -10.1% | +1.5% | -4.0% |
| 3M | -34.3% | -22.9% | -11.5% | -25.2% |
| 6M | +28.5% | +28.8% | -0.3% | +3.6% |
| YTD | +40.6% | +117.5% | -76.8% | -24.1% |
| 1Y | +55.3% | +216.1% | -160.7% | -37.8% |
| 3Y | -22.2% | +292.2% | -314.4% | -75.7% |
| 5Y | +62.4% | +141.0% | -78.6% | -25.6% |
| All | +629.3% | +419.4% | +209.9% | +131.7% |
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