+1,455.3%
XLK vs VIAV
-1.1%
+1,456.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.5% | +3.1% | -0.2% |
| 7D | -0.4% | +11.2% | -11.6% | -3.4% |
| 30D | -0.5% | -2.6% | +2.1% | -0.5% |
| 3M | +5.0% | -20.1% | +25.1% | +9.4% |
| 6M | +32.9% | +25.8% | +7.0% | +20.2% |
| YTD | +29.0% | +109.9% | -80.9% | -0.1% |
| 1Y | +37.8% | +214.3% | -176.4% | -5.3% |
| 3Y | +118.7% | +281.6% | -163.0% | +38.3% |
| 5Y | +145.6% | +132.6% | +13.0% | +75.3% |
| 10Y | +791.5% | +396.7% | +394.8% | +408.2% |
| All | +1,455.3% | -1.1% | +1,456.4% | +597.4% |
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