-84.0%
OPEN vs VIAV
+139.2%
-223.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.8% |
| 7D | -2.9% | +13.6% | -16.5% | -9.3% |
| 30D | -13.8% | +5.3% | -19.1% | -17.9% |
| 3M | -30.9% | -15.6% | -15.3% | -29.0% |
| 6M | -40.9% | +34.0% | -74.9% | -57.7% |
| YTD | -48.5% | +119.9% | -168.4% | -76.8% |
| 1Y | -50.9% | +235.2% | -286.1% | -85.0% |
| 3Y | -20.6% | +299.8% | -320.4% | -81.8% |
| All | -84.0% | +139.2% | -223.2% | -92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling