+1,418.0%
QLD vs VIAV
+333.3%
+1,084.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +12.3% | -5.5% | +0.3% |
| 7D | -1.4% | +15.0% | -16.5% | -8.7% |
| 30D | -19.6% | -29.7% | +10.1% | -4.5% |
| 3M | -14.1% | -18.3% | +4.2% | -9.0% |
| 6M | -13.6% | -37.6% | +23.9% | +2.5% |
| YTD | +12.5% | +79.5% | -66.9% | -36.5% |
| 1Y | +13.1% | +79.6% | -66.4% | -36.5% |
| 3Y | +154.7% | +310.0% | -155.3% | -29.4% |
| 5Y | +81.1% | +105.9% | -24.8% | -13.3% |
| 10Y | +1,418.0% | +309.0% | +1,109.0% | +416.8% |
| All | +1,418.0% | +333.3% | +1,084.7% | +416.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling