+367.0%
PSX vs VIAV
+128.3%
+238.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.7% | -0.4% |
| 7D | +1.5% | +11.2% | -9.7% | +0.4% |
| 30D | +15.8% | -2.6% | +18.4% | +15.7% |
| 3M | +43.0% | -20.1% | +63.1% | +44.9% |
| 6M | +61.1% | +25.8% | +35.2% | +51.9% |
| YTD | +104.5% | +109.9% | -5.4% | +76.7% |
| 1Y | +102.5% | +214.3% | -111.8% | +61.7% |
| 3Y | +133.5% | +281.6% | -148.1% | +76.3% |
| 5Y | +367.0% | +132.6% | +234.4% | +281.4% |
| All | +367.0% | +128.3% | +238.6% | +281.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling