+52.6%
V vs VIAV
+293.0%
-240.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +11.2% | -12.9% | -1.9% |
| 7D | -1.1% | +11.3% | -12.4% | -1.3% |
| 30D | +1.9% | -1.0% | +2.9% | +1.8% |
| 3M | +15.5% | -20.5% | +36.0% | +16.1% |
| 6M | +16.6% | +39.0% | -22.4% | +12.0% |
| YTD | +5.7% | +117.5% | -111.7% | -2.7% |
| 1Y | +8.6% | +233.8% | -225.2% | -4.2% |
| All | +52.6% | +293.0% | -240.4% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling