+33.3%
ORCL vs VIAV
+290.6%
-257.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +11.2% | -8.8% | +0.5% |
| 7D | +15.0% | +11.3% | +3.7% | +12.9% |
| 30D | +10.5% | -1.0% | +11.5% | +10.3% |
| 3M | -23.0% | -20.5% | -2.5% | -21.3% |
| 6M | +7.0% | +39.0% | -32.0% | -2.9% |
| YTD | -15.8% | +117.5% | -133.3% | -31.6% |
| 1Y | -31.1% | +233.8% | -264.8% | -50.2% |
| 3Y | +33.3% | +295.4% | -262.1% | -8.2% |
| All | +33.3% | +290.6% | -257.3% | -8.2% |
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