+310.0%
VIAV vs RACE
+26.8%
+283.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +0.7% | +11.7% | +12.2% |
| 7D | +15.0% | +3.9% | +11.1% | +14.6% |
| 30D | -29.7% | +7.4% | -37.1% | -30.2% |
| 3M | -18.3% | +1.6% | -19.9% | -18.4% |
| 6M | -37.6% | +23.3% | -60.9% | -39.7% |
| YTD | +79.5% | +14.7% | +64.8% | +74.8% |
| 1Y | +79.6% | +2.5% | +77.0% | +79.7% |
| 3Y | +310.0% | +28.0% | +282.0% | +282.8% |
| All | +310.0% | +26.8% | +283.2% | +282.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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