+1,802.9%
TER vs VIAV
+401.3%
+1,401.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.5% | +1.0% | -0.9% |
| 7D | +9.4% | +11.2% | -1.8% | +2.6% |
| 30D | -2.4% | -2.6% | +0.2% | -1.3% |
| 3M | +6.5% | -20.1% | +26.7% | +21.6% |
| 6M | +23.2% | +25.8% | -2.7% | +7.4% |
| YTD | +91.5% | +109.9% | -18.4% | +22.5% |
| 1Y | +214.8% | +214.3% | +0.5% | +56.9% |
| 3Y | +275.3% | +281.6% | -6.3% | +58.0% |
| 5Y | +211.9% | +132.6% | +79.3% | +75.0% |
| All | +1,802.9% | +401.3% | +1,401.6% | +699.6% |
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