+197.2%
VIAV vs CASY
+51.2%
+146.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.7% |
| 7D | -4.6% | +0.1% | -4.7% | -4.6% |
| 30D | -10.4% | -11.3% | +1.0% | -8.8% |
| 3M | -34.5% | -0.6% | -33.8% | -35.4% |
| 6M | +7.0% | +10.7% | -3.8% | +4.9% |
| YTD | +95.6% | +37.1% | +58.5% | +100.3% |
| 1Y | +197.2% | +52.3% | +144.9% | +207.7% |
| All | +197.2% | +51.2% | +146.0% | +207.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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