+4,369.0%
USB vs VIAV
+2,211.8%
+2,157.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -10.5% | +8.4% | -0.6% |
| 7D | -1.5% | -21.1% | +19.6% | +1.8% |
| 30D | +4.3% | -45.4% | +49.7% | +13.1% |
| 3M | -6.1% | -32.4% | +26.3% | -2.2% |
| 6M | +9.4% | -51.3% | +60.7% | +18.0% |
| YTD | +15.2% | +47.6% | -32.4% | +3.1% |
| 1Y | +32.8% | +50.8% | -18.1% | +18.3% |
| 3Y | +91.3% | +216.5% | -125.2% | +49.5% |
| 5Y | +22.7% | +66.6% | -43.9% | +4.4% |
| 10Y | +97.0% | +260.3% | -163.2% | +48.8% |
| All | +4,369.0% | +2,211.8% | +2,157.2% | +2,238.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling