+35.3%
W vs VIAV
+297.4%
-262.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.1% |
| 7D | +5.9% | +13.6% | -7.7% | +2.1% |
| 30D | -3.0% | +5.3% | -8.4% | -5.4% |
| 3M | +40.3% | -15.6% | +56.0% | +43.1% |
| 6M | +32.2% | +34.0% | -1.8% | +8.8% |
| YTD | -0.3% | +119.9% | -120.2% | -36.9% |
| 1Y | +16.2% | +235.2% | -219.0% | -42.3% |
| All | +35.3% | +297.4% | -262.1% | -48.1% |
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