+104.4%
VIAV vs ALLY
-10.1%
+114.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -2.3% |
| 7D | +3.2% | -0.7% | +3.9% | +3.4% |
| 30D | -31.8% | +1.1% | -32.9% | -32.2% |
| 3M | -16.6% | -13.2% | -3.5% | -13.0% |
| 6M | -39.4% | -13.5% | -26.0% | -36.9% |
| YTD | +74.0% | -14.3% | +88.3% | +81.4% |
| 1Y | +70.8% | -1.1% | +71.9% | +70.0% |
| 3Y | +295.5% | +62.0% | +233.5% | +226.1% |
| All | +104.4% | -10.1% | +114.5% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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