+46.6%
XLE vs VIAV
+80.8%
-34.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.5% |
| 7D | +4.4% | +23.7% | -19.3% | +4.3% |
| 30D | -4.3% | -21.2% | +16.9% | -4.4% |
| 3M | +6.0% | -24.5% | +30.6% | +5.8% |
| 6M | +13.2% | -39.1% | +52.3% | +13.2% |
| YTD | +46.7% | +82.6% | -35.9% | +49.0% |
| 1Y | +46.6% | +82.7% | -36.1% | +49.7% |
| All | +46.6% | +80.8% | -34.2% | +49.7% |
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