+29.1%
XLV vs VIAV
+55.1%
-26.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -10.5% | +8.0% | -2.9% |
| 7D | +0.5% | -21.1% | +21.5% | -0.3% |
| 30D | +10.7% | -45.4% | +56.0% | +8.5% |
| 3M | +13.1% | -32.4% | +45.5% | +11.8% |
| 6M | +28.3% | -51.3% | +79.6% | +27.2% |
| YTD | +20.9% | +47.6% | -26.7% | +15.8% |
| 1Y | +29.1% | +50.8% | -21.7% | +22.7% |
| All | +29.1% | +55.1% | -26.0% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling