-37.5%
U vs VIAV
+215.6%
-253.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +11.2% | -8.5% | -2.0% |
| 7D | +4.5% | +11.3% | -6.8% | -0.4% |
| 30D | -0.6% | -1.0% | +0.4% | -2.0% |
| 3M | +48.4% | -20.5% | +69.0% | +56.3% |
| 6M | +115.4% | +39.0% | +76.4% | +55.3% |
| YTD | -3.2% | +117.5% | -120.7% | -49.8% |
| 1Y | -6.0% | +233.8% | -239.8% | -64.5% |
| 3Y | +13.5% | +295.4% | -282.0% | -65.5% |
| 5Y | -68.0% | +134.3% | -202.3% | -83.6% |
| All | -37.5% | +215.6% | -253.0% | -74.3% |
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