+344.7%
VIAV vs ALLE
+336.8%
+7.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.8% |
| 7D | +3.2% | +0.1% | +3.1% | +3.3% |
| 30D | -31.8% | +25.9% | -57.7% | -39.5% |
| 3M | -16.6% | +14.9% | -31.5% | -23.0% |
| 6M | -39.4% | +42.1% | -81.6% | -50.2% |
| YTD | +74.0% | +20.4% | +53.6% | +54.5% |
| 1Y | +70.8% | +14.9% | +55.9% | +55.5% |
| 3Y | +295.5% | +90.1% | +205.4% | +171.9% |
| 5Y | +103.3% | +53.0% | +50.4% | +53.3% |
| 10Y | +300.1% | +208.8% | +91.3% | +113.4% |
| All | +344.7% | +336.8% | +7.9% | +110.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling