+4,346.6%
USB vs VIAV
+2,402.5%
+1,944.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.3% | -8.8% | -1.7% |
| 7D | 0.0% | -4.8% | +4.8% | +0.5% |
| 30D | +5.8% | -38.5% | +44.3% | +12.7% |
| 3M | -6.0% | -29.9% | +23.9% | -2.6% |
| 6M | +7.8% | -46.3% | +54.0% | +14.5% |
| YTD | +14.6% | +59.8% | -45.2% | +1.3% |
| 1Y | +31.8% | +62.3% | -30.5% | +16.1% |
| 3Y | +91.5% | +243.0% | -151.5% | +47.8% |
| 5Y | +22.0% | +80.3% | -58.3% | +2.6% |
| 10Y | +96.1% | +290.0% | -193.9% | +46.2% |
| All | +4,346.6% | +2,402.5% | +1,944.1% | +2,197.9% |
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 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