+1,093.3%
XLI vs VIAV
+3.6%
+1,089.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.7% |
| 7D | -0.6% | +13.6% | -14.1% | -2.8% |
| 30D | -6.9% | +5.3% | -12.3% | -8.2% |
| 3M | -1.9% | -15.6% | +13.7% | -0.6% |
| 6M | +1.0% | +34.0% | -33.0% | -6.5% |
| YTD | +11.3% | +119.9% | -108.5% | -6.3% |
| 1Y | +15.8% | +235.2% | -219.3% | -10.0% |
| 3Y | +69.8% | +299.8% | -230.0% | +25.5% |
| 5Y | +80.9% | +140.1% | -59.2% | +44.0% |
| 10Y | +257.2% | +420.3% | -163.1% | +147.0% |
| All | +1,093.3% | +3.6% | +1,089.7% | +639.5% |
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