+994.4%
VIAV vs BUD
+201.1%
+793.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | -4.6% | +0.3% | -4.9% | -4.7% |
| 30D | -10.4% | -5.7% | -4.7% | -8.5% |
| 3M | -34.5% | +3.1% | -37.6% | -36.2% |
| 6M | +7.0% | +7.9% | -0.9% | +2.1% |
| YTD | +95.6% | +27.3% | +68.3% | +72.8% |
| 1Y | +197.2% | +37.8% | +159.4% | +152.1% |
| 3Y | +232.0% | +49.8% | +182.2% | +163.0% |
| 5Y | +102.2% | +43.8% | +58.4% | +57.6% |
| 10Y | +344.6% | -22.6% | +367.3% | +344.7% |
| All | +994.4% | +201.1% | +793.3% | +296.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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