+1,517.6%
PFE vs VIAV
+2,964.2%
-1,446.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.5% |
| 7D | +1.8% | -4.6% | +6.4% | +2.1% |
| 30D | +10.2% | -10.4% | +20.6% | +10.8% |
| 3M | +12.7% | -34.5% | +47.2% | +15.4% |
| 6M | +10.5% | +7.0% | +3.6% | +8.3% |
| YTD | +20.2% | +95.6% | -75.5% | +11.8% |
| 1Y | +24.1% | +197.2% | -173.1% | +11.4% |
| 3Y | -3.6% | +232.0% | -235.6% | -15.0% |
| 5Y | -20.9% | +102.2% | -123.1% | -28.2% |
| 10Y | +35.8% | +344.6% | -308.8% | +14.7% |
| All | +1,517.6% | +2,964.2% | -1,446.6% | +960.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling