+54.0%
UNP vs VIAV
+128.3%
-74.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.5% | +4.9% | +0.9% |
| 7D | -1.2% | +11.2% | -12.4% | -2.4% |
| 30D | -2.0% | -2.6% | +0.6% | -2.0% |
| 3M | +7.5% | -20.1% | +27.6% | +9.2% |
| 6M | +15.3% | +25.8% | -10.5% | +8.8% |
| YTD | +25.4% | +109.9% | -84.5% | +8.4% |
| 1Y | +35.6% | +214.3% | -178.7% | +8.7% |
| 3Y | +44.1% | +281.6% | -237.5% | +9.0% |
| 5Y | +54.0% | +132.6% | -78.6% | +24.3% |
| All | +54.0% | +128.3% | -74.4% | +24.3% |
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 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