+10.7%
U vs VIAV
+279.3%
-268.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.5% | +3.4% | -0.1% |
| 7D | 0.0% | +11.2% | -11.2% | -2.4% |
| 30D | -4.1% | -2.6% | -1.5% | -4.4% |
| 3M | +57.8% | -20.1% | +77.9% | +62.2% |
| 6M | +103.5% | +25.8% | +77.7% | +74.2% |
| YTD | -4.8% | +109.9% | -114.6% | -34.1% |
| 1Y | -2.4% | +214.3% | -216.7% | -42.8% |
| All | +10.7% | +279.3% | -268.7% | -49.4% |
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 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