+20.4%
PFE vs VIAV
+217.8%
-197.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.1% | -0.5% |
| 7D | -4.0% | +11.2% | -15.2% | -3.9% |
| 30D | +3.9% | -2.6% | +6.5% | +3.8% |
| 3M | +9.9% | -20.1% | +30.0% | +10.1% |
| 6M | +5.3% | +25.8% | -20.5% | +4.2% |
| YTD | +16.8% | +109.9% | -93.1% | +10.3% |
| 1Y | +20.4% | +214.3% | -193.9% | +2.5% |
| All | +20.4% | +217.8% | -197.3% | +2.5% |
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 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