+109.7%
USB vs VIAV
+344.1%
-234.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -3.9% | -1.2% |
| 7D | +1.4% | -4.6% | +6.0% | +2.6% |
| 30D | -1.3% | -10.4% | +9.1% | +0.6% |
| 3M | +15.2% | -34.5% | +49.7% | +25.0% |
| 6M | +18.8% | +7.0% | +11.9% | +9.2% |
| YTD | +21.0% | +95.6% | -74.6% | -9.6% |
| 1Y | +34.0% | +197.2% | -163.2% | -14.3% |
| 3Y | +95.3% | +232.0% | -136.7% | +15.7% |
| 5Y | +40.4% | +102.2% | -61.8% | -3.4% |
| All | +109.7% | +344.1% | -234.4% | +12.1% |
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