+3.7%
VALE vs VIAV
+72.0%
-68.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.2% | +6.3% | +4.4% |
| 7D | -0.3% | -14.7% | +14.4% | +1.4% |
| 30D | -19.2% | -37.4% | +18.1% | -14.7% |
| 3M | -20.7% | -27.1% | +6.4% | -18.4% |
| 6M | -25.8% | -44.0% | +18.2% | -21.4% |
| YTD | -9.8% | +64.9% | -74.6% | -13.5% |
| 1Y | +3.7% | +75.3% | -71.6% | -1.8% |
| All | +3.7% | +72.0% | -68.3% | -1.8% |
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