+67.7%
USAR vs VIAV
+297.4%
-229.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.7% |
| 7D | -4.4% | +13.6% | -18.0% | -7.9% |
| 30D | -10.4% | +5.3% | -15.7% | -12.3% |
| 3M | -18.4% | -15.6% | -2.8% | -15.9% |
| 6M | -8.8% | +34.0% | -42.8% | -12.1% |
| YTD | +43.4% | +119.9% | -76.5% | +33.7% |
| 1Y | +21.0% | +235.2% | -214.2% | +10.8% |
| All | +67.7% | +297.4% | -229.6% | +52.3% |
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 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