+20.3%
RF vs VIAV
+73.2%
-52.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.6% | +6.8% | +1.4% |
| 7D | +1.9% | +7.9% | -6.0% | +1.6% |
| 30D | +7.3% | -20.3% | +27.6% | +8.1% |
| 3M | -7.9% | -28.5% | +20.6% | -6.9% |
| 6M | +10.5% | -42.7% | +53.2% | +13.1% |
| YTD | +9.6% | +72.4% | -62.7% | -2.2% |
| 1Y | +20.3% | +81.5% | -61.2% | +6.5% |
| All | +20.3% | +73.2% | -52.9% | +6.5% |
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