+19.0%
PM vs VIAV
+217.8%
-198.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.5% | +6.7% | +1.9% |
| 7D | +1.9% | +11.2% | -9.3% | +2.7% |
| 30D | +1.9% | -2.6% | +4.5% | +1.8% |
| 3M | +4.6% | -20.1% | +24.7% | +4.0% |
| 6M | +11.7% | +25.8% | -14.2% | +12.8% |
| YTD | +20.4% | +109.9% | -89.5% | +25.7% |
| 1Y | +19.0% | +214.3% | -195.3% | +30.1% |
| All | +19.0% | +217.8% | -198.8% | +30.1% |
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