+788.5%
XLK vs VIAV
+419.4%
+369.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | +0.2% |
| 7D | +0.2% | +11.2% | -11.0% | -3.3% |
| 30D | -0.6% | -10.1% | +9.5% | +2.0% |
| 3M | +2.6% | -22.9% | +25.4% | +8.8% |
| 6M | +34.0% | +28.8% | +5.2% | +16.8% |
| YTD | +30.7% | +117.5% | -86.8% | -7.7% |
| 1Y | +39.2% | +216.1% | -176.9% | -15.9% |
| 3Y | +120.4% | +292.2% | -171.8% | +17.0% |
| 5Y | +148.8% | +141.0% | +7.8% | +58.7% |
| All | +788.5% | +419.4% | +369.0% | +345.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling