+415.4%
VIAV vs ALLY
+124.8%
+290.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.3% | +3.5% |
| 7D | -4.6% | +3.7% | -8.3% | -5.9% |
| 30D | -10.4% | -2.3% | -8.1% | -9.7% |
| 3M | -34.5% | +3.8% | -38.3% | -35.5% |
| 6M | +7.0% | +9.7% | -2.7% | +3.2% |
| YTD | +95.6% | -1.4% | +97.0% | +95.7% |
| 1Y | +197.2% | +8.2% | +188.9% | +186.4% |
| 3Y | +232.0% | +66.5% | +165.5% | +166.4% |
| 5Y | +102.2% | +1.2% | +101.0% | +85.2% |
| 10Y | +344.6% | +191.4% | +153.2% | +138.3% |
| All | +415.4% | +124.8% | +290.6% | +202.7% |
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