+20.7%
XLK vs VIAV
+72.0%
-51.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.4% |
| 7D | -7.6% | -14.7% | +7.2% | -4.8% |
| 30D | -12.2% | -37.4% | +25.2% | -4.5% |
| 3M | -5.5% | -27.1% | +21.7% | -0.8% |
| 6M | +9.2% | -44.0% | +53.2% | +18.5% |
| YTD | +23.0% | +64.9% | -41.8% | +9.5% |
| 1Y | +20.7% | +75.3% | -54.6% | +5.1% |
| All | +20.7% | +72.0% | -51.3% | +5.1% |
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