+257.2%
XOM vs VIAV
+139.8%
+117.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.1% | +0.3% |
| 7D | +4.1% | +11.2% | -7.1% | +3.7% |
| 30D | +4.6% | -10.1% | +14.7% | +4.9% |
| 3M | +14.0% | -22.9% | +36.8% | +14.9% |
| 6M | +11.0% | +28.8% | -17.8% | +7.6% |
| YTD | +40.7% | +117.5% | -76.8% | +29.9% |
| 1Y | +52.3% | +216.1% | -163.8% | +34.8% |
| 3Y | +60.5% | +292.2% | -231.7% | +37.0% |
| All | +257.2% | +139.8% | +117.4% | +223.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling