+15,140.0%
PH vs VIAV
+2,964.2%
+12,175.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.8% |
| 7D | -3.1% | -4.6% | +1.5% | -2.3% |
| 30D | -3.2% | -10.4% | +7.1% | -1.8% |
| 3M | +10.6% | -34.5% | +45.1% | +17.1% |
| 6M | -2.1% | +7.0% | -9.1% | -6.0% |
| YTD | +10.2% | +95.6% | -85.4% | -5.4% |
| 1Y | +28.2% | +197.2% | -169.0% | +1.8% |
| 3Y | +134.9% | +232.0% | -97.1% | +80.3% |
| 5Y | +253.6% | +102.2% | +151.4% | +192.0% |
| 10Y | +804.7% | +344.6% | +460.1% | +559.5% |
| All | +15,140.0% | +2,964.2% | +12,175.8% | +6,901.0% |
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