+67.7%
V vs VIAV
+136.9%
-69.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | -2.9% | +13.6% | -16.5% | -3.9% |
| 30D | +1.9% | +5.3% | -3.5% | +1.1% |
| 3M | +13.2% | -15.6% | +28.9% | +13.9% |
| 6M | +16.7% | +34.0% | -17.3% | +8.7% |
| YTD | +5.4% | +119.9% | -114.5% | -10.2% |
| 1Y | +7.7% | +235.2% | -227.5% | -15.4% |
| 3Y | +52.0% | +299.8% | -247.8% | +13.3% |
| 5Y | +67.7% | +140.1% | -72.3% | +44.4% |
| All | +67.7% | +136.9% | -69.1% | +44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling