+1,131.3%
PSX vs VIAV
+427.7%
+703.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.2% | -9.6% | -0.9% |
| 7D | +2.8% | +11.3% | -8.5% | +0.3% |
| 30D | +27.8% | -1.0% | +28.8% | +27.0% |
| 3M | +42.0% | -20.5% | +62.5% | +46.2% |
| 6M | +58.1% | +39.0% | +19.1% | +37.8% |
| YTD | +105.0% | +117.5% | -12.4% | +55.3% |
| 1Y | +104.9% | +233.8% | -128.9% | +35.7% |
| 3Y | +134.1% | +295.4% | -161.4% | +41.7% |
| 5Y | +363.8% | +134.3% | +229.5% | +221.7% |
| 10Y | +370.1% | +398.7% | -28.6% | +167.1% |
| All | +1,131.3% | +427.7% | +703.7% | +519.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling