+227.1%
RCL vs VIAV
+136.9%
+90.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.1% |
| 7D | -2.2% | +13.6% | -15.8% | -5.9% |
| 30D | -15.7% | +5.3% | -21.0% | -17.8% |
| 3M | -8.0% | -15.6% | +7.6% | -6.0% |
| 6M | -10.1% | +34.0% | -44.1% | -25.1% |
| YTD | -5.9% | +119.9% | -125.8% | -37.0% |
| 1Y | -23.5% | +235.2% | -258.6% | -57.5% |
| 3Y | +174.4% | +299.8% | -125.4% | +34.9% |
| 5Y | +227.1% | +140.1% | +87.1% | +108.3% |
| All | +227.1% | +136.9% | +90.3% | +108.3% |
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