-68.6%
XYZ vs VIAV
+132.3%
-200.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +11.2% | -14.4% | -6.6% |
| 7D | +2.9% | +11.3% | -8.5% | -0.8% |
| 30D | +1.4% | -1.0% | +2.4% | +0.3% |
| 3M | +14.6% | -20.5% | +35.1% | +18.8% |
| 6M | +20.8% | +39.0% | -18.2% | -5.7% |
| YTD | +23.1% | +117.5% | -94.4% | -27.0% |
| 1Y | +5.6% | +233.8% | -228.1% | -53.1% |
| 3Y | +50.9% | +295.4% | -244.5% | -43.1% |
| 5Y | -68.6% | +134.3% | -202.8% | -79.8% |
| All | -68.6% | +132.3% | -200.9% | -79.8% |
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 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