+36.4%
UPS vs VIAV
+419.4%
-383.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.6% | -3.3% | -0.4% |
| 7D | -2.0% | +11.2% | -13.1% | -4.1% |
| 30D | -2.0% | -10.1% | +8.2% | -0.5% |
| 3M | -6.2% | -22.9% | +16.6% | -3.1% |
| 6M | +2.8% | +28.8% | -26.0% | -6.3% |
| YTD | +5.9% | +117.5% | -111.6% | -15.7% |
| 1Y | +26.2% | +216.1% | -189.8% | -9.3% |
| 3Y | -26.0% | +292.2% | -318.2% | -51.4% |
| 5Y | -34.3% | +141.0% | -175.3% | -51.7% |
| All | +36.4% | +419.4% | -383.1% | -15.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling