+290.8%
VIAV vs ALK
-45.9%
+336.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.1% | -5.2% |
| 7D | +7.9% | -1.2% | +9.1% | +8.4% |
| 30D | -20.3% | +7.7% | -28.0% | -22.5% |
| 3M | -28.5% | -19.0% | -9.6% | -24.5% |
| 6M | -42.7% | -0.2% | -42.5% | -43.6% |
| YTD | +72.4% | -23.5% | +95.9% | +81.7% |
| 1Y | +81.5% | -9.1% | +90.6% | +82.0% |
| 3Y | +293.8% | +12.0% | +281.8% | +248.2% |
| 5Y | +101.4% | -30.9% | +132.3% | +101.4% |
| All | +290.8% | -45.9% | +336.7% | +268.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling