+99.6%
PSX vs VIAV
+200.0%
-100.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | +0.1% |
| 7D | +4.5% | -4.6% | +9.1% | +4.6% |
| 30D | +26.6% | -10.4% | +37.0% | +26.7% |
| 3M | +39.3% | -34.5% | +73.8% | +39.6% |
| 6M | +56.8% | +7.0% | +49.8% | +56.3% |
| YTD | +101.8% | +95.6% | +6.2% | +101.7% |
| 1Y | +99.6% | +197.2% | -97.6% | +98.6% |
| All | +99.6% | +200.0% | -100.4% | +98.6% |
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