+52.7%
ROST vs VIAV
+72.0%
-19.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +6.1% |
| 7D | +7.8% | -14.7% | +22.5% | +7.8% |
| 30D | +8.6% | -37.4% | +45.9% | +8.8% |
| 3M | -1.9% | -27.1% | +25.2% | -2.0% |
| 6M | +9.1% | -44.0% | +53.2% | +10.3% |
| YTD | +37.2% | +64.9% | -27.6% | +33.5% |
| 1Y | +52.7% | +75.3% | -22.6% | +47.8% |
| All | +52.7% | +72.0% | -19.3% | +47.8% |
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