+5.2%
XYZ vs VIAV
+237.5%
-232.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -0.9% |
| 7D | -3.7% | +13.6% | -17.3% | -3.6% |
| 30D | +0.5% | +5.3% | -4.8% | +0.6% |
| 3M | +16.3% | -15.6% | +31.9% | +16.2% |
| 6M | +21.1% | +34.0% | -12.8% | +20.3% |
| YTD | +22.0% | +119.9% | -97.9% | +21.0% |
| 1Y | +5.2% | +235.2% | -230.0% | -2.9% |
| All | +5.2% | +237.5% | -232.3% | -2.9% |
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