-16.3%
UNH vs VIAV
+293.0%
-309.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.6% | -6.0% | -2.4% |
| 7D | -4.5% | +11.2% | -15.7% | -4.7% |
| 30D | -6.5% | -10.1% | +3.6% | -6.4% |
| 3M | -6.0% | -22.9% | +16.9% | -5.7% |
| 6M | +33.7% | +28.8% | +4.9% | +32.6% |
| YTD | +16.4% | +117.5% | -101.1% | +15.3% |
| 1Y | +10.1% | +216.1% | -206.0% | +8.0% |
| 3Y | -16.3% | +292.2% | -308.5% | -19.2% |
| All | -16.3% | +293.0% | -309.3% | -19.2% |
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