+484.0%
V vs VIAV
+291.8%
+192.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.6% | +6.9% | +2.2% |
| 7D | +0.9% | +7.9% | -7.0% | -0.5% |
| 30D | +9.0% | -20.3% | +29.3% | +12.0% |
| 3M | +16.7% | -28.5% | +45.3% | +21.0% |
| 6M | +33.4% | -42.7% | +76.1% | +41.4% |
| YTD | +22.4% | +72.4% | -50.0% | -5.0% |
| 1Y | +27.7% | +81.5% | -53.8% | -2.5% |
| 3Y | +78.0% | +293.8% | -215.9% | +1.6% |
| 5Y | +108.5% | +101.4% | +7.1% | +47.0% |
| All | +484.0% | +291.8% | +192.2% | +228.4% |
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