+631.5%
XLU vs VIAV
+2.4%
+629.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.9% | -0.6% |
| 7D | -1.6% | +11.2% | -12.8% | -2.5% |
| 30D | -3.3% | -10.1% | +6.8% | -2.7% |
| 3M | -3.2% | -22.9% | +19.7% | -1.9% |
| 6M | -7.0% | +28.8% | -35.7% | -10.1% |
| YTD | +0.6% | +117.5% | -116.8% | -7.3% |
| 1Y | +2.4% | +216.1% | -213.6% | -8.8% |
| 3Y | +46.3% | +292.2% | -246.0% | +26.5% |
| 5Y | +44.0% | +141.0% | -97.0% | +28.6% |
| 10Y | +140.1% | +414.6% | -274.5% | +100.0% |
| All | +631.5% | +2.4% | +629.0% | +352.4% |
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