+131.1%
ADI vs VIAV
+128.3%
+2.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.5% | +0.3% |
| 7D | +1.3% | +11.2% | -9.9% | -2.1% |
| 30D | -6.0% | -2.6% | -3.4% | -6.0% |
| 3M | -7.7% | -20.1% | +12.4% | -3.0% |
| 6M | +14.0% | +25.8% | -11.9% | +2.6% |
| YTD | +34.4% | +109.9% | -75.5% | -0.2% |
| 1Y | +48.0% | +214.3% | -166.3% | -6.8% |
| 3Y | +113.3% | +281.6% | -168.3% | +19.9% |
| 5Y | +131.1% | +132.6% | -1.5% | +59.1% |
| All | +131.1% | +128.3% | +2.8% | +59.1% |
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