+139.6%
VIAV vs CHD
+20.9%
+118.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | +11.2% | -4.5% | +15.6% | +10.9% |
| 30D | -10.1% | -6.7% | -3.4% | -10.4% |
| 3M | -22.9% | -2.7% | -20.1% | -23.0% |
| 6M | +28.8% | -4.9% | +33.7% | +28.7% |
| YTD | +117.5% | +13.3% | +104.1% | +114.2% |
| 1Y | +216.1% | +1.0% | +215.1% | +214.0% |
| 3Y | +292.2% | +1.3% | +290.9% | +284.7% |
| All | +139.6% | +20.9% | +118.8% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 5y: compounded portfolio wealth divided by compounded CHD 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…
5y analysis · Full analysis span regression · 6 months rolling