+135.3%
PSX vs VIAV
+297.4%
-162.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.6% |
| 7D | +1.8% | +13.6% | -11.7% | +1.0% |
| 30D | +21.6% | +5.3% | +16.3% | +21.0% |
| 3M | +46.5% | -15.6% | +62.1% | +47.2% |
| 6M | +62.0% | +34.0% | +28.0% | +54.9% |
| YTD | +106.3% | +119.9% | -13.5% | +85.8% |
| 1Y | +103.0% | +235.2% | -132.2% | +71.6% |
| All | +135.3% | +297.4% | -162.0% | +97.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling