+223.0%
VIAV vs JAAA
+29.3%
+193.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +13.6% | +0.1% | +13.5% | +13.5% |
| 30D | +5.3% | +0.5% | +4.9% | +4.9% |
| 3M | -15.6% | +1.2% | -16.9% | -16.6% |
| 6M | +34.0% | +2.7% | +31.3% | +30.7% |
| YTD | +119.9% | +3.2% | +116.7% | +114.1% |
| 1Y | +235.2% | +4.8% | +230.4% | +224.0% |
| 3Y | +299.8% | +19.0% | +280.8% | +304.6% |
| 5Y | +140.1% | +26.8% | +113.3% | +155.2% |
| All | +223.0% | +29.3% | +193.7% | +225.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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