+166.5%
XLE vs VIAV
+114.4%
+52.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.6% |
| 7D | +4.4% | +23.7% | -19.3% | +2.7% |
| 30D | -4.3% | -21.2% | +16.9% | -3.0% |
| 3M | +6.0% | -24.5% | +30.6% | +7.4% |
| 6M | +13.2% | -39.1% | +52.3% | +16.1% |
| YTD | +46.7% | +82.6% | -35.9% | +30.2% |
| 1Y | +46.6% | +82.7% | -36.1% | +29.9% |
| 3Y | +69.6% | +315.1% | -245.5% | +27.9% |
| 5Y | +166.5% | +113.4% | +53.2% | +109.4% |
| All | +166.5% | +114.4% | +52.2% | +109.4% |
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