+295.4%
VIAV vs CASY
+209.8%
+85.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -3.0% | +14.1% | +11.5% |
| 7D | +11.3% | -4.4% | +15.7% | +11.9% |
| 30D | -1.0% | -12.0% | +11.0% | +0.6% |
| 3M | -20.5% | -2.3% | -18.2% | -21.1% |
| 6M | +39.0% | +10.5% | +28.5% | +36.6% |
| YTD | +117.5% | +33.0% | +84.4% | +110.7% |
| 1Y | +233.8% | +41.1% | +192.6% | +221.3% |
| 3Y | +295.4% | +207.5% | +87.9% | +270.3% |
| All | +295.4% | +209.8% | +85.6% | +270.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling