+995.4%
TER vs VIAV
+291.8%
+703.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -5.6% | +0.2% | -2.0% |
| 7D | +14.4% | +7.9% | +6.5% | +9.6% |
| 30D | -30.6% | -20.3% | -10.3% | -20.5% |
| 3M | -39.2% | -28.5% | -10.6% | -26.0% |
| 6M | -31.3% | -42.7% | +11.4% | -5.2% |
| YTD | +29.1% | +72.4% | -43.3% | -7.3% |
| 1Y | +47.4% | +81.5% | -34.0% | +2.6% |
| 3Y | +191.2% | +293.8% | -102.6% | +19.8% |
| 5Y | +74.0% | +101.4% | -27.5% | +6.2% |
| All | +995.4% | +291.8% | +703.6% | +404.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling