+41.9%
XLP vs VIAV
+243.4%
-201.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.3% | -9.5% | -1.0% |
| 7D | +0.7% | -4.8% | +5.6% | +0.7% |
| 30D | +10.3% | -38.5% | +48.7% | +9.1% |
| 3M | +6.5% | -29.9% | +36.4% | +5.8% |
| 6M | +8.4% | -46.3% | +54.7% | +7.8% |
| YTD | +18.2% | +59.8% | -41.6% | +15.7% |
| 1Y | +22.4% | +62.3% | -39.9% | +19.7% |
| 3Y | +41.9% | +243.0% | -201.1% | +31.7% |
| All | +41.9% | +243.4% | -201.5% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling