+3,239.6%
VIAV vs RJF
+12,020.1%
-8,780.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | +13.6% | -0.3% | +13.8% | +13.5% |
| 30D | +5.3% | -2.0% | +7.3% | +6.2% |
| 3M | -15.6% | +16.3% | -31.9% | -23.1% |
| 6M | +34.0% | +16.9% | +17.1% | +21.3% |
| YTD | +119.9% | +10.4% | +109.4% | +104.4% |
| 1Y | +235.2% | +7.4% | +227.7% | +215.5% |
| 3Y | +299.8% | +72.2% | +227.6% | +182.4% |
| 5Y | +140.1% | +105.1% | +35.0% | +48.0% |
| 10Y | +420.3% | +430.9% | -10.6% | +70.0% |
| All | +3,239.6% | +12,020.1% | -8,780.6% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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