+82.7%
VIAV vs BURL
-13.7%
+96.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.1% |
| 7D | +23.7% | +0.4% | +23.3% | +23.7% |
| 30D | -21.2% | -4.3% | -16.8% | -20.4% |
| 3M | -24.5% | -28.8% | +4.3% | -20.4% |
| 6M | -39.1% | -12.8% | -26.3% | -38.9% |
| YTD | +82.6% | -12.8% | +95.4% | +87.6% |
| 1Y | +82.7% | -12.3% | +95.0% | +87.0% |
| All | +82.7% | -13.7% | +96.4% | +87.0% |
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