+108.5%
RF vs VIAV
+243.4%
-134.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.3% | -8.6% | -1.2% |
| 7D | -0.9% | -4.8% | +3.9% | -0.5% |
| 30D | +6.0% | -38.5% | +44.5% | +11.4% |
| 3M | -8.9% | -29.9% | +21.0% | -6.4% |
| 6M | +2.3% | -46.3% | +48.6% | +8.1% |
| YTD | +7.6% | +59.8% | -52.2% | -10.8% |
| 1Y | +21.2% | +62.3% | -41.2% | -0.1% |
| 3Y | +108.5% | +243.0% | -134.5% | +27.1% |
| All | +108.5% | +243.4% | -134.9% | +27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling