+197.2%
VIAV vs BURL
-9.5%
+206.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.0% | +3.3% |
| 7D | -4.6% | -2.8% | -1.8% | -4.3% |
| 30D | -10.4% | -28.2% | +17.8% | -6.8% |
| 3M | -34.5% | -17.6% | -16.9% | -33.8% |
| 6M | +7.0% | -11.8% | +18.7% | +8.6% |
| YTD | +95.6% | -8.1% | +103.8% | +99.0% |
| 1Y | +197.2% | -12.0% | +209.1% | +195.7% |
| All | +197.2% | -9.5% | +206.7% | +195.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling