+193.8%
VLO vs VIAV
+297.4%
-103.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.5% |
| 7D | +6.2% | +13.6% | -7.3% | +5.4% |
| 30D | +23.5% | +5.3% | +18.2% | +22.9% |
| 3M | +53.9% | -15.6% | +69.5% | +54.5% |
| 6M | +81.7% | +34.0% | +47.7% | +75.1% |
| YTD | +142.5% | +119.9% | +22.6% | +122.5% |
| 1Y | +145.4% | +235.2% | -89.7% | +113.2% |
| All | +193.8% | +297.4% | -103.5% | +153.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling