+18.4%
U vs VIAV
+72.0%
-53.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.2% | +7.1% | +5.2% |
| 7D | +7.5% | -14.7% | +22.2% | +9.6% |
| 30D | -7.0% | -37.4% | +30.3% | -1.8% |
| 3M | +20.6% | -27.1% | +47.7% | +24.2% |
| 6M | +53.2% | -44.0% | +97.2% | +61.4% |
| YTD | -3.9% | +64.9% | -68.7% | -36.8% |
| 1Y | +18.4% | +75.3% | -56.9% | -28.9% |
| All | +18.4% | +72.0% | -53.6% | -28.9% |
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