+134.3%
VIAV vs ALLY
-0.2%
+134.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -3.3% | +14.5% | +12.2% |
| 7D | +11.3% | +1.0% | +10.3% | +10.7% |
| 30D | -1.0% | -3.3% | +2.3% | -0.1% |
| 3M | -20.5% | +0.5% | -21.0% | -20.8% |
| 6M | +39.0% | +12.6% | +26.4% | +32.9% |
| YTD | +117.5% | -4.7% | +122.1% | +119.4% |
| 1Y | +233.8% | +5.2% | +228.5% | +225.3% |
| 3Y | +295.4% | +66.5% | +228.9% | +225.5% |
| 5Y | +134.3% | +0.2% | +134.0% | +111.8% |
| All | +134.3% | -0.2% | +134.5% | +111.8% |
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