+910.3%
XBI vs VIAV
+174.9%
+735.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.5% | +2.9% | -0.5% |
| 7D | -4.6% | +11.2% | -15.8% | -7.4% |
| 30D | -0.8% | -2.6% | +1.8% | -1.1% |
| 3M | +21.8% | -20.1% | +41.9% | +25.7% |
| 6M | +23.2% | +25.8% | -2.7% | +9.8% |
| YTD | +28.7% | +109.9% | -81.1% | -2.1% |
| 1Y | +67.8% | +214.3% | -146.5% | +12.9% |
| 3Y | +100.6% | +281.6% | -181.0% | +24.1% |
| 5Y | +19.8% | +132.6% | -112.8% | -16.0% |
| 10Y | +159.7% | +396.7% | -236.9% | +47.5% |
| All | +910.3% | +174.9% | +735.4% | +377.9% |
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