+414.6%
VIAV vs ALLE
+153.0%
+261.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.7% | +11.8% | +11.5% |
| 7D | +11.3% | +2.8% | +8.5% | +9.8% |
| 30D | -1.0% | -7.6% | +6.6% | +2.8% |
| 3M | -20.5% | +22.8% | -43.3% | -29.3% |
| 6M | +39.0% | +4.6% | +34.4% | +34.2% |
| YTD | +117.5% | -1.2% | +118.7% | +114.6% |
| 1Y | +233.8% | -9.1% | +242.9% | +244.0% |
| 3Y | +295.4% | +50.0% | +245.4% | +205.5% |
| 5Y | +134.3% | +15.2% | +119.0% | +103.8% |
| All | +414.6% | +153.0% | +261.6% | +200.3% |
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