+75.3%
VIAV vs Z
-54.2%
+129.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +9.4% | -11.7% | +0.2% |
| 7D | -14.7% | +10.2% | -24.9% | -12.3% |
| 30D | -37.4% | +23.7% | -61.0% | -33.7% |
| 3M | -27.1% | -6.6% | -20.6% | -26.1% |
| 6M | -44.0% | -23.0% | -21.0% | -40.0% |
| YTD | +64.9% | -50.3% | +115.2% | +86.1% |
| 1Y | +75.3% | -53.6% | +128.9% | +100.5% |
| All | +75.3% | -54.2% | +129.5% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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