+227.7%
XLE vs VIAV
+136.9%
+90.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | +0.3% | +13.6% | -13.2% | -0.7% |
| 30D | +8.5% | +5.3% | +3.2% | +7.8% |
| 3M | +14.6% | -15.6% | +30.2% | +15.4% |
| 6M | +17.6% | +34.0% | -16.4% | +11.4% |
| YTD | +48.1% | +119.9% | -71.8% | +30.5% |
| 1Y | +53.8% | +235.2% | -181.4% | +26.4% |
| 3Y | +56.2% | +299.8% | -243.6% | +22.8% |
| 5Y | +227.7% | +140.1% | +87.7% | +180.6% |
| All | +227.7% | +136.9% | +90.8% | +180.6% |
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