+6,727.8%
TER vs VIAV
+2,964.2%
+3,763.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.7% | +1.8% | +4.0% |
| 7D | +0.6% | -4.6% | +5.2% | +2.6% |
| 30D | -8.3% | -10.4% | +2.1% | -4.2% |
| 3M | -12.2% | -34.5% | +22.3% | +4.8% |
| 6M | +17.1% | +7.0% | +10.1% | +14.7% |
| YTD | +84.7% | +95.6% | -11.0% | +41.3% |
| 1Y | +199.9% | +197.2% | +2.7% | +93.6% |
| 3Y | +232.8% | +232.0% | +0.8% | +100.8% |
| 5Y | +198.6% | +102.2% | +96.4% | +116.6% |
| 10Y | +1,669.7% | +344.6% | +1,325.1% | +847.3% |
| All | +6,727.8% | +2,964.2% | +3,763.6% | +2,470.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling