+6.6%
ON vs VIAV
+295.9%
-289.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.6% | +2.0% | -1.4% |
| 7D | +12.2% | +7.9% | +4.3% | +8.9% |
| 30D | -3.1% | -20.3% | +17.2% | +4.9% |
| 3M | -12.9% | -28.5% | +15.7% | -2.6% |
| 6M | -38.6% | -42.7% | +4.1% | -25.7% |
| YTD | +31.2% | +72.4% | -41.2% | +6.6% |
| 1Y | +47.6% | +81.5% | -33.8% | +17.2% |
| 3Y | +6.6% | +293.8% | -287.2% | -47.8% |
| All | +6.6% | +295.9% | -289.3% | -47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling