+260.5%
VIAV vs CART
+21.6%
+238.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.3% | +4.9% | +3.6% |
| 7D | -4.6% | +1.0% | -5.6% | -4.6% |
| 30D | -10.4% | +12.6% | -23.0% | -10.2% |
| 3M | -34.5% | +23.1% | -57.6% | -34.4% |
| 6M | +7.0% | +39.5% | -32.6% | +6.5% |
| YTD | +95.6% | +13.5% | +82.1% | +97.2% |
| 1Y | +197.2% | +14.9% | +182.3% | +199.3% |
| All | +260.5% | +21.6% | +238.9% | +231.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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