+19.5%
PFE vs VIAV
+73.2%
-53.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.6% | +5.8% | 0.0% |
| 7D | -1.7% | +7.9% | -9.6% | -1.4% |
| 30D | +0.3% | -20.3% | +20.7% | -0.1% |
| 3M | +9.4% | -28.5% | +37.9% | +8.7% |
| 6M | +14.9% | -42.7% | +57.6% | +14.7% |
| YTD | +23.8% | +72.4% | -48.6% | +14.0% |
| 1Y | +19.5% | +81.5% | -61.9% | +8.9% |
| All | +19.5% | +73.2% | -53.6% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling