+497.9%
VIAV vs RACE
+647.6%
-149.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.6% | +4.4% |
| 7D | -4.6% | -2.5% | -2.1% | -3.7% |
| 30D | -10.4% | +0.8% | -11.2% | -10.8% |
| 3M | -34.5% | +17.2% | -51.6% | -39.0% |
| 6M | +7.0% | +13.6% | -6.6% | +0.2% |
| YTD | +95.6% | +12.2% | +83.4% | +82.5% |
| 1Y | +197.2% | -16.3% | +213.4% | +210.3% |
| 3Y | +232.0% | +36.4% | +195.6% | +169.8% |
| 5Y | +102.2% | +95.0% | +7.2% | +36.8% |
| 10Y | +344.6% | +813.2% | -468.6% | +68.1% |
| All | +497.9% | +647.6% | -149.7% | +111.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling