+1,024.7%
XLE vs VIAV
-7.8%
+1,032.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.5% | -1.4% |
| 7D | +2.2% | -4.6% | +6.8% | +2.8% |
| 30D | +11.8% | -10.4% | +22.2% | +13.0% |
| 3M | +9.8% | -34.5% | +44.3% | +14.9% |
| 6M | +15.6% | +7.0% | +8.6% | +11.2% |
| YTD | +45.3% | +95.6% | -50.4% | +27.0% |
| 1Y | +48.3% | +197.2% | -148.9% | +21.2% |
| 3Y | +55.4% | +232.0% | -176.6% | +22.6% |
| 5Y | +216.1% | +102.2% | +113.9% | +164.6% |
| 10Y | +178.4% | +344.6% | -166.2% | +108.2% |
| All | +1,024.7% | -7.8% | +1,032.6% | +571.9% |
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