+84.9%
VIAV vs ALLE
+49.9%
+35.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.9% | +9.2% | +8.6% |
| 7D | -4.8% | -0.6% | -4.3% | -4.7% |
| 30D | -38.5% | +25.3% | -63.8% | -44.4% |
| 3M | -29.9% | +10.3% | -40.1% | -33.1% |
| 6M | -46.3% | +38.0% | -84.3% | -54.3% |
| YTD | +59.8% | +17.8% | +42.0% | +46.1% |
| 1Y | +62.3% | +13.6% | +48.7% | +51.4% |
| 3Y | +243.0% | +89.2% | +153.8% | +136.3% |
| All | +84.9% | +49.9% | +35.0% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling