+209.9%
ON vs VIAV
-92.4%
+302.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | -0.5% |
| 7D | +2.4% | -4.6% | +7.0% | +4.4% |
| 30D | -3.3% | -10.4% | +7.1% | +0.4% |
| 3M | -43.6% | -34.5% | -9.1% | -33.2% |
| 6M | +19.0% | +7.0% | +12.0% | +13.3% |
| YTD | +37.4% | +95.6% | -58.3% | -1.0% |
| 1Y | +54.8% | +197.2% | -142.4% | -7.8% |
| 3Y | -25.2% | +232.0% | -257.2% | -58.8% |
| 5Y | +62.7% | +102.2% | -39.5% | +10.4% |
| 10Y | +574.3% | +344.6% | +229.7% | +249.7% |
| All | +209.9% | -92.4% | +302.3% | +222.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling