+9.5%
V vs VIAV
+217.8%
-208.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | -0.2% |
| 7D | -3.0% | +11.2% | -14.3% | -2.8% |
| 30D | +1.2% | -2.6% | +3.8% | +1.2% |
| 3M | +13.9% | -20.1% | +34.0% | +13.7% |
| 6M | +17.2% | +25.8% | -8.6% | +14.0% |
| YTD | +5.3% | +109.9% | -104.5% | -1.3% |
| 1Y | +9.5% | +214.3% | -204.8% | -1.0% |
| All | +9.5% | +217.8% | -208.3% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling