-63.7%
XYZ vs VIAV
+101.3%
-165.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.6% | +8.4% | +4.3% |
| 7D | -1.1% | +7.9% | -9.0% | -3.3% |
| 30D | +11.5% | -20.3% | +31.8% | +16.7% |
| 3M | +1.8% | -28.5% | +30.3% | +8.2% |
| 6M | +21.2% | -42.7% | +63.9% | +33.8% |
| YTD | +29.9% | +72.4% | -42.4% | -19.8% |
| 1Y | +35.8% | +81.5% | -45.7% | -19.3% |
| 3Y | +62.6% | +293.8% | -231.3% | -47.3% |
| All | -63.7% | +101.3% | -165.0% | -75.2% |
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