+278.5%
VIAV vs XYL
+15.2%
+263.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.1% |
| 7D | +11.2% | -1.2% | +12.5% | +11.9% |
| 30D | -2.6% | -13.2% | +10.6% | +3.3% |
| 3M | -20.1% | -0.2% | -20.0% | -21.8% |
| 6M | +25.8% | -12.5% | +38.3% | +31.6% |
| YTD | +109.9% | -20.9% | +130.8% | +129.7% |
| 1Y | +214.3% | -21.6% | +235.8% | +244.9% |
| All | +278.5% | +15.2% | +263.3% | +199.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 3y: compounded portfolio wealth divided by compounded XYL 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…
3y analysis · Full analysis span regression · 6 months rolling