+96.9%
PSX vs VIAV
+72.0%
+24.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.3% | -4.5% |
| 7D | -5.2% | -14.7% | +9.6% | -5.1% |
| 30D | -3.7% | -37.4% | +33.6% | -3.3% |
| 3M | +26.8% | -27.1% | +53.9% | +26.9% |
| 6M | +47.3% | -44.0% | +91.3% | +47.8% |
| YTD | +105.4% | +64.9% | +40.5% | +104.2% |
| 1Y | +96.9% | +75.3% | +21.6% | +96.0% |
| All | +96.9% | +72.0% | +24.9% | +96.0% |
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 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