+36.5%
USB vs VIAV
+72.0%
-35.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.0% |
| 7D | +2.4% | -14.7% | +17.1% | +2.9% |
| 30D | +6.6% | -37.4% | +43.9% | +8.5% |
| 3M | -4.1% | -27.1% | +23.0% | -3.2% |
| 6M | +12.5% | -44.0% | +56.5% | +14.7% |
| YTD | +17.6% | +64.9% | -47.2% | +8.9% |
| 1Y | +36.5% | +75.3% | -38.8% | +24.9% |
| All | +36.5% | +72.0% | -35.5% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling