+354.2%
VIAV vs ALLY
+98.8%
+255.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -5.9% |
| 7D | +7.9% | +0.4% | +7.5% | +7.8% |
| 30D | -20.3% | +5.2% | -25.5% | -21.9% |
| 3M | -28.5% | -13.3% | -15.2% | -25.2% |
| 6M | -42.7% | -6.7% | -36.1% | -41.7% |
| YTD | +72.4% | -12.8% | +85.2% | +79.3% |
| 1Y | +81.5% | +0.7% | +80.8% | +79.4% |
| 3Y | +293.8% | +65.2% | +228.6% | +216.0% |
| 5Y | +101.4% | -10.1% | +111.6% | +92.5% |
| 10Y | +293.8% | +177.0% | +116.9% | +112.9% |
| All | +354.2% | +98.8% | +255.4% | +177.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling