+399.9%
VIAV vs ALLE
+260.9%
+139.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.2% |
| 7D | -4.6% | -0.2% | -4.4% | -4.5% |
| 30D | -10.4% | -6.8% | -3.6% | -7.4% |
| 3M | -34.5% | +21.0% | -55.5% | -41.1% |
| 6M | +7.0% | +1.1% | +5.9% | +5.2% |
| YTD | +95.6% | -0.5% | +96.2% | +92.5% |
| 1Y | +197.2% | -7.3% | +204.4% | +202.9% |
| 3Y | +232.0% | +42.3% | +189.7% | +166.4% |
| 5Y | +102.2% | +13.5% | +88.7% | +78.2% |
| 10Y | +344.6% | +144.0% | +200.6% | +167.6% |
| All | +399.9% | +260.9% | +139.0% | +162.1% |
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 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