+292.2%
TER vs VIAV
+297.4%
-5.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.5% |
| 7D | +12.4% | +13.6% | -1.2% | +4.7% |
| 30D | +5.1% | +5.3% | -0.2% | +2.0% |
| 3M | +4.0% | -15.6% | +19.6% | +14.0% |
| 6M | +29.5% | +34.0% | -4.5% | +14.5% |
| YTD | +98.5% | +119.9% | -21.4% | +39.8% |
| 1Y | +234.1% | +235.2% | -1.1% | +92.6% |
| All | +292.2% | +297.4% | -5.2% | +87.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling