+105.8%
V vs VIAV
+114.4%
-8.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.6% | -0.9% |
| 7D | -0.4% | +23.7% | -24.1% | -1.7% |
| 30D | +6.3% | -21.2% | +27.5% | +7.7% |
| 3M | +17.2% | -24.5% | +41.7% | +18.7% |
| 6M | +29.2% | -39.1% | +68.3% | +32.6% |
| YTD | +20.8% | +82.6% | -61.8% | +3.2% |
| 1Y | +25.0% | +82.7% | -57.7% | +6.6% |
| 3Y | +75.3% | +315.1% | -239.8% | +21.9% |
| 5Y | +105.8% | +113.4% | -7.5% | +71.4% |
| All | +105.8% | +114.4% | -8.5% | +71.4% |
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