+820.5%
XLB vs VIAV
-7.8%
+828.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.9% |
| 7D | -1.4% | -4.6% | +3.2% | -0.7% |
| 30D | -0.4% | -10.4% | +10.0% | +0.8% |
| 3M | +2.0% | -34.5% | +36.5% | +6.9% |
| 6M | +1.8% | +7.0% | -5.1% | -2.0% |
| YTD | +16.6% | +95.6% | -79.0% | +1.5% |
| 1Y | +16.9% | +197.2% | -180.2% | -5.2% |
| 3Y | +32.6% | +232.0% | -199.4% | +3.7% |
| 5Y | +35.6% | +102.2% | -66.6% | +13.2% |
| 10Y | +160.0% | +344.6% | -184.6% | +91.3% |
| All | +820.5% | -7.8% | +828.4% | +456.2% |
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