+314.0%
VIAV vs ALLE
+208.6%
+105.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +23.7% | +1.6% | +22.2% | +23.0% |
| 30D | -21.2% | +24.1% | -45.3% | -29.6% |
| 3M | -24.5% | +14.8% | -39.3% | -30.2% |
| 6M | -39.1% | +45.9% | -84.9% | -50.7% |
| YTD | +82.6% | +20.7% | +61.9% | +61.8% |
| 1Y | +82.7% | +14.2% | +68.5% | +66.9% |
| 3Y | +315.1% | +90.7% | +224.4% | +181.5% |
| 5Y | +113.4% | +50.6% | +62.8% | +61.0% |
| All | +314.0% | +208.6% | +105.4% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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