+25.7%
USB vs VIAV
+101.3%
-75.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.6% | +6.5% | +1.6% |
| 7D | +2.6% | +7.9% | -5.3% | +1.4% |
| 30D | +8.4% | -20.3% | +28.7% | +11.1% |
| 3M | -5.5% | -28.5% | +23.0% | -2.3% |
| 6M | +17.7% | -42.7% | +60.4% | +24.6% |
| YTD | +17.6% | +72.4% | -54.8% | -5.0% |
| 1Y | +33.9% | +81.5% | -47.6% | +6.5% |
| 3Y | +103.8% | +293.8% | -190.0% | +26.2% |
| All | +25.7% | +101.3% | -75.6% | -12.7% |
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 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