+49.9%
XLE vs VIAV
+72.0%
-22.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.2% | -2.5% | -4.7% |
| 7D | -7.2% | -14.7% | +7.5% | -7.3% |
| 30D | +0.1% | -37.4% | +37.5% | 0.0% |
| 3M | +9.2% | -27.1% | +36.3% | +9.0% |
| 6M | +8.4% | -44.0% | +52.4% | +8.4% |
| YTD | +44.9% | +64.9% | -20.0% | +46.8% |
| 1Y | +49.9% | +75.3% | -25.4% | +52.3% |
| All | +49.9% | +72.0% | -22.2% | +52.3% |
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 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