+41.2%
USB vs VIAV
+103.0%
-61.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -3.9% | -0.8% |
| 7D | +1.4% | -4.6% | +6.0% | +2.2% |
| 30D | -1.3% | -10.4% | +9.1% | 0.0% |
| 3M | +15.2% | -34.5% | +49.7% | +21.9% |
| 6M | +18.8% | +7.0% | +11.9% | +11.9% |
| YTD | +21.0% | +95.6% | -74.6% | -2.0% |
| 1Y | +34.0% | +197.2% | -163.2% | -3.6% |
| 3Y | +95.3% | +232.0% | -136.7% | +32.5% |
| All | +41.2% | +103.0% | -61.9% | +8.1% |
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 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