+11,132.2%
UNH vs VIAV
+3,343.9%
+7,788.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.1% | -2.0% |
| 7D | -1.7% | +13.6% | -15.2% | -2.9% |
| 30D | -3.8% | +5.3% | -9.2% | -4.6% |
| 3M | -4.3% | -15.6% | +11.3% | -3.6% |
| 6M | +38.6% | +34.0% | +4.6% | +32.5% |
| YTD | +20.7% | +119.9% | -99.2% | +9.2% |
| 1Y | +16.0% | +235.2% | -219.2% | +0.3% |
| 3Y | -13.5% | +299.8% | -313.3% | -27.6% |
| 5Y | +3.5% | +140.1% | -136.6% | -9.7% |
| 10Y | +245.3% | +420.3% | -175.0% | +178.2% |
| All | +11,132.2% | +3,343.9% | +7,788.3% | +5,635.0% |
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