-53.2%
TEAM vs VIAV
+139.2%
-192.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.4% |
| 7D | -4.7% | +13.6% | -18.2% | -8.4% |
| 30D | +17.0% | +5.3% | +11.7% | +13.4% |
| 3M | +85.9% | -15.6% | +101.5% | +86.2% |
| 6M | +116.7% | +34.0% | +82.7% | +61.9% |
| YTD | +9.6% | +119.9% | -110.2% | -44.7% |
| 1Y | -2.5% | +235.2% | -237.7% | -65.3% |
| 3Y | -14.0% | +299.8% | -313.8% | -74.8% |
| All | -53.2% | +139.2% | -192.4% | -75.0% |
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