+3.7%
U vs VIAV
+200.0%
-196.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.3% |
| 7D | -3.8% | -4.6% | +0.8% | -3.4% |
| 30D | +17.5% | -10.4% | +27.8% | +18.1% |
| 3M | +38.7% | -34.5% | +73.2% | +43.2% |
| 6M | +104.4% | +7.0% | +97.5% | +88.2% |
| YTD | -5.7% | +95.6% | -101.3% | -25.9% |
| 1Y | +3.7% | +197.2% | -193.5% | -12.4% |
| All | +3.7% | +200.0% | -196.3% | -12.4% |
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