+8.4%
QLD vs VIAV
+75.4%
-67.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +12.3% | -5.5% | +3.2% |
| 7D | -1.4% | +15.0% | -16.5% | -5.3% |
| 30D | -19.6% | -29.7% | +10.1% | -12.5% |
| 3M | -14.1% | -18.3% | +4.2% | -11.0% |
| 6M | -13.6% | -37.6% | +23.9% | -5.4% |
| YTD | +12.5% | +79.5% | -66.9% | -6.9% |
| All | +8.4% | +75.4% | -67.0% | -10.1% |
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