+924.9%
VLO vs VIAV
+419.4%
+505.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | +0.4% |
| 7D | +5.3% | +11.2% | -5.8% | +2.4% |
| 30D | +18.2% | -10.1% | +28.3% | +20.8% |
| 3M | +53.3% | -22.9% | +76.2% | +60.5% |
| 6M | +70.4% | +28.8% | +41.7% | +47.4% |
| YTD | +143.4% | +117.5% | +25.9% | +71.8% |
| 1Y | +153.0% | +216.1% | -63.1% | +53.1% |
| 3Y | +195.0% | +292.2% | -97.2% | +54.4% |
| 5Y | +618.8% | +141.0% | +477.8% | +350.1% |
| All | +924.9% | +419.4% | +505.4% | +366.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 10y: compounded portfolio wealth divided by compounded VIAV 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…
10y analysis · Full analysis span regression · 6 months rolling