+32.5%
XLB vs VIAV
+297.4%
-264.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.2% |
| 7D | -2.9% | +13.6% | -16.5% | -4.1% |
| 30D | -3.4% | +5.3% | -8.7% | -4.1% |
| 3M | +1.6% | -15.6% | +17.2% | +2.5% |
| 6M | +3.6% | +34.0% | -30.4% | -1.7% |
| YTD | +14.2% | +119.9% | -105.6% | +0.9% |
| 1Y | +15.6% | +235.2% | -219.6% | -5.1% |
| All | +32.5% | +297.4% | -264.8% | +2.8% |
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