+20.7%
XYZ vs VIAV
+72.0%
-51.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -2.2% | +17.5% | +15.3% |
| 7D | +16.5% | -14.7% | +31.3% | +16.4% |
| 30D | +15.0% | -37.4% | +52.3% | +14.8% |
| 3M | +3.5% | -27.1% | +30.7% | +3.6% |
| 6M | +21.9% | -44.0% | +65.9% | +22.3% |
| YTD | +34.6% | +64.9% | -30.2% | +32.3% |
| 1Y | +20.7% | +75.3% | -54.6% | +13.8% |
| All | +20.7% | +72.0% | -51.3% | +13.8% |
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 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