+199.8%
TER vs VIAV
+200.0%
-0.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.7% | +1.8% | +3.3% |
| 7D | +0.6% | -4.6% | +5.2% | +3.4% |
| 30D | -8.3% | -10.4% | +2.1% | -2.4% |
| 3M | -12.2% | -34.5% | +22.2% | +10.6% |
| 6M | +17.0% | +7.0% | +10.1% | +18.4% |
| YTD | +84.6% | +95.6% | -11.0% | +53.7% |
| 1Y | +199.8% | +197.2% | +2.6% | +105.1% |
| All | +199.8% | +200.0% | -0.2% | +105.1% |
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 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