+552.8%
XLP vs VIAV
-24.7%
+577.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.3% | -9.5% | -1.7% |
| 7D | +0.7% | -4.8% | +5.6% | +0.9% |
| 30D | +10.3% | -38.5% | +48.7% | +12.9% |
| 3M | +6.5% | -29.9% | +36.4% | +7.9% |
| 6M | +8.4% | -46.3% | +54.7% | +10.8% |
| YTD | +18.2% | +59.8% | -41.6% | +12.0% |
| 1Y | +22.4% | +62.3% | -39.9% | +15.8% |
| 3Y | +41.9% | +243.0% | -201.1% | +26.5% |
| 5Y | +40.9% | +80.3% | -39.4% | +30.1% |
| 10Y | +128.4% | +290.0% | -161.6% | +99.6% |
| All | +552.8% | -24.7% | +577.5% | +282.8% |
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