+696.6%
VZ vs VIAV
+2,625.8%
-1,929.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.6% | +0.8% |
| 7D | +2.4% | +3.2% | -0.8% | +2.0% |
| 30D | +11.2% | -31.8% | +43.0% | +13.8% |
| 3M | 0.0% | -16.6% | +16.6% | +0.3% |
| 6M | +1.3% | -39.4% | +40.7% | +3.3% |
| YTD | +21.3% | +74.0% | -52.8% | +12.4% |
| 1Y | +23.9% | +70.8% | -46.8% | +14.9% |
| 3Y | +57.7% | +295.5% | -237.8% | +34.1% |
| 5Y | +21.2% | +103.3% | -82.1% | +8.1% |
| 10Y | +70.6% | +300.1% | -229.6% | +40.8% |
| All | +696.6% | +2,625.8% | -1,929.2% | +455.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling