-66.5%
U vs VIAV
+139.8%
-206.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.6% | +0.9% | +3.0% |
| 7D | +5.5% | +11.2% | -5.6% | +0.9% |
| 30D | -1.3% | -10.1% | +8.8% | +1.8% |
| 3M | +64.6% | -22.9% | +87.5% | +75.9% |
| 6M | +119.4% | +28.8% | +90.6% | +65.8% |
| YTD | -0.5% | +117.5% | -117.9% | -48.3% |
| 1Y | +1.3% | +216.1% | -214.8% | -60.2% |
| 3Y | +15.6% | +292.2% | -276.6% | -64.7% |
| All | -66.5% | +139.8% | -206.3% | -80.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling