-5.8%
XLC vs VIAV
+72.0%
-77.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +3.5% |
| 7D | +1.8% | -14.7% | +16.5% | +1.8% |
| 30D | -6.0% | -37.4% | +31.4% | -6.0% |
| 3M | -6.0% | -27.1% | +21.1% | -6.0% |
| 6M | -9.1% | -44.0% | +35.0% | -8.3% |
| YTD | -10.0% | +64.9% | -74.9% | -17.3% |
| 1Y | -5.8% | +75.3% | -81.1% | -15.1% |
| All | -5.8% | +72.0% | -77.8% | -15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling