+1,564.8%
QQQ vs VIAV
-28.5%
+1,593.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.6% |
| 7D | +1.0% | +13.6% | -12.6% | -2.8% |
| 30D | -0.6% | +5.3% | -6.0% | -3.0% |
| 3M | +1.3% | -15.6% | +16.9% | +3.7% |
| 6M | +18.1% | +34.0% | -15.9% | +3.4% |
| YTD | +16.9% | +119.9% | -103.0% | -13.2% |
| 1Y | +24.0% | +235.2% | -211.2% | -19.7% |
| 3Y | +95.6% | +299.8% | -204.2% | +16.1% |
| 5Y | +94.5% | +140.1% | -45.6% | +32.0% |
| 10Y | +571.7% | +420.3% | +151.4% | +250.7% |
| All | +1,564.8% | -28.5% | +1,593.3% | +635.7% |
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 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