+39.3%
XLC vs VIAV
+128.3%
-89.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.5% | +5.1% | +1.2% |
| 7D | -1.7% | +11.2% | -12.9% | -3.1% |
| 30D | +0.2% | -2.6% | +2.8% | 0.0% |
| 3M | +0.7% | -20.1% | +20.8% | +2.4% |
| 6M | -4.5% | +25.8% | -30.3% | -12.1% |
| YTD | -4.7% | +109.9% | -114.6% | -22.4% |
| 1Y | -1.5% | +214.3% | -215.8% | -27.8% |
| 3Y | +72.2% | +281.6% | -209.4% | +16.6% |
| 5Y | +39.3% | +132.6% | -93.3% | +12.4% |
| All | +39.3% | +128.3% | -89.0% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling