+122.1%
QLD vs VIAV
+132.3%
-10.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.2% | -11.3% | -4.9% |
| 7D | +3.0% | +11.3% | -8.3% | -2.0% |
| 30D | -1.8% | -1.0% | -0.8% | -2.8% |
| 3M | -1.8% | -20.5% | +18.7% | +5.2% |
| 6M | +36.9% | +39.0% | -2.1% | +8.7% |
| YTD | +28.7% | +117.5% | -88.8% | -22.7% |
| 1Y | +41.9% | +233.8% | -191.9% | -35.7% |
| 3Y | +184.2% | +295.4% | -111.2% | +9.4% |
| 5Y | +122.1% | +134.3% | -12.2% | +42.7% |
| All | +122.1% | +132.3% | -10.2% | +42.7% |
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 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