+597.9%
XYZ vs VIAV
+401.3%
+196.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | +1.5% |
| 7D | -5.2% | +11.2% | -16.4% | -9.9% |
| 30D | 0.0% | -2.6% | +2.6% | -0.9% |
| 3M | +18.7% | -20.1% | +38.8% | +23.2% |
| 6M | +20.5% | +25.8% | -5.3% | -7.0% |
| YTD | +21.5% | +109.9% | -88.4% | -34.0% |
| 1Y | +7.2% | +214.3% | -207.1% | -56.5% |
| 3Y | +49.0% | +281.6% | -232.7% | -50.0% |
| 5Y | -68.1% | +132.6% | -200.7% | -84.8% |
| All | +597.9% | +401.3% | +196.5% | +136.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling