+136.0%
XLC vs VIAV
+212.2%
-76.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.6% | +6.6% | +2.1% |
| 7D | +3.7% | +7.9% | -4.2% | +2.0% |
| 30D | -1.9% | -20.3% | +18.4% | +1.4% |
| 3M | -3.1% | -28.5% | +25.4% | +1.1% |
| 6M | -6.4% | -42.7% | +36.4% | +0.4% |
| YTD | -6.8% | +72.4% | -79.2% | -29.1% |
| 1Y | -1.7% | +81.5% | -83.1% | -26.6% |
| 3Y | +64.7% | +293.8% | -229.2% | -11.1% |
| 5Y | +41.1% | +101.4% | -60.4% | -2.9% |
| All | +136.0% | +212.2% | -76.2% | +30.1% |
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 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