-41.4%
OPEN vs VIAV
+295.9%
-337.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.6% | +1.9% | -2.4% |
| 7D | -15.0% | +7.9% | -22.9% | -16.5% |
| 30D | -40.2% | -20.3% | -19.9% | -37.6% |
| 3M | -67.4% | -28.5% | -38.9% | -65.3% |
| 6M | -74.0% | -42.7% | -31.3% | -71.3% |
| YTD | -79.6% | +72.4% | -152.0% | -86.5% |
| 1Y | -86.1% | +81.5% | -167.6% | -91.0% |
| 3Y | -41.4% | +293.8% | -335.2% | -80.4% |
| All | -41.4% | +295.9% | -337.3% | -80.4% |
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