+216.1%
VIAV vs VO
+13.3%
+202.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +1.9% |
| 7D | +11.2% | -1.5% | +12.7% | +14.9% |
| 30D | -10.1% | -3.0% | -7.1% | -3.5% |
| 3M | -22.9% | +2.8% | -25.7% | -26.7% |
| 6M | +28.8% | +10.9% | +17.8% | +7.6% |
| YTD | +117.5% | +12.5% | +105.0% | +79.6% |
| 1Y | +216.1% | +12.0% | +204.1% | +163.2% |
| All | +216.1% | +13.3% | +202.8% | +163.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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