-1.5%
XLY vs VIAV
+200.0%
-201.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.4% |
| 7D | -2.0% | -4.6% | +2.6% | -1.8% |
| 30D | -3.1% | -10.4% | +7.2% | -3.0% |
| 3M | -1.8% | -34.5% | +32.7% | -0.7% |
| 6M | -0.9% | +7.0% | -7.8% | -1.8% |
| YTD | -3.4% | +95.6% | -99.0% | -5.5% |
| 1Y | -1.5% | +197.2% | -198.7% | -6.0% |
| All | -1.5% | +200.0% | -201.5% | -6.0% |
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