+3,854.6%
ROL vs VIAV
+2,964.2%
+890.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.2% | 0.0% |
| 7D | -1.4% | -4.6% | +3.2% | -0.9% |
| 30D | -4.1% | -10.4% | +6.3% | -3.2% |
| 3M | -22.5% | -34.5% | +12.0% | -19.6% |
| 6M | -37.7% | +7.0% | -44.6% | -39.8% |
| YTD | -39.6% | +95.6% | -135.2% | -46.4% |
| 1Y | -36.0% | +197.2% | -233.2% | -46.3% |
| 3Y | -5.1% | +232.0% | -237.1% | -23.0% |
| 5Y | -3.4% | +102.2% | -105.6% | -17.4% |
| 10Y | +215.2% | +344.6% | -129.4% | +139.1% |
| All | +3,854.6% | +2,964.2% | +890.4% | +2,040.3% |
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 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