+142.5%
XLC vs VIAV
+254.3%
-111.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.8% | -1.9% |
| 7D | -0.8% | -4.6% | +3.7% | +0.1% |
| 30D | +1.0% | -10.4% | +11.4% | +2.6% |
| 3M | -0.7% | -34.5% | +33.8% | +6.4% |
| 6M | -5.1% | +7.0% | -12.1% | -12.7% |
| YTD | -4.3% | +95.6% | -99.9% | -27.4% |
| 1Y | -0.6% | +197.2% | -197.7% | -34.9% |
| 3Y | +72.7% | +232.0% | -159.3% | +4.4% |
| 5Y | +38.0% | +102.2% | -64.2% | -0.5% |
| All | +142.5% | +254.3% | -111.8% | +33.3% |
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