+75.3%
VIAV vs ULTA
+27.7%
+47.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.1% | -6.3% | -1.7% |
| 7D | -14.7% | +6.7% | -21.4% | -14.0% |
| 30D | -37.4% | +21.7% | -59.1% | -36.2% |
| 3M | -27.1% | +21.5% | -48.6% | -25.2% |
| 6M | -44.0% | +27.5% | -71.6% | -42.3% |
| YTD | +64.9% | +9.2% | +55.7% | +69.4% |
| 1Y | +75.3% | +27.9% | +47.4% | +69.4% |
| All | +75.3% | +27.7% | +47.6% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 1y: compounded portfolio wealth divided by compounded ULTA 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…
1y analysis · Full analysis span regression · 6 months rolling