+214.3%
VIAV vs Z
-64.6%
+278.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.8% | -4.9% |
| 7D | +11.2% | -11.6% | +22.8% | +9.5% |
| 30D | -2.6% | -8.5% | +5.9% | -3.6% |
| 3M | -20.1% | -7.9% | -12.2% | -20.0% |
| 6M | +25.8% | -29.1% | +54.9% | +31.8% |
| YTD | +109.9% | -54.2% | +164.1% | +135.4% |
| 1Y | +214.3% | -63.5% | +277.8% | +261.1% |
| All | +214.3% | -64.6% | +278.9% | +261.1% |
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