+448.5%
VIAV vs RACE
+663.9%
-215.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +0.7% | +11.7% | +12.1% |
| 7D | +15.0% | +3.9% | +11.1% | +13.5% |
| 30D | -29.7% | +7.4% | -37.1% | -31.5% |
| 3M | -18.3% | +1.6% | -19.9% | -19.0% |
| 6M | -37.6% | +23.3% | -60.9% | -43.4% |
| YTD | +79.5% | +14.7% | +64.8% | +65.8% |
| 1Y | +79.6% | +2.5% | +77.0% | +73.5% |
| 3Y | +310.0% | +28.0% | +282.0% | +243.5% |
| 5Y | +105.9% | +69.8% | +36.1% | +48.5% |
| 10Y | +309.0% | +734.9% | -425.9% | +58.4% |
| All | +448.5% | +663.9% | -215.4% | +92.1% |
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