+1,062.5%
APH vs VIAV
+407.5%
+654.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | +1.6% | +13.6% | -11.9% | -2.8% |
| 30D | -3.0% | +5.3% | -8.3% | -5.3% |
| 3M | +5.7% | -15.6% | +21.4% | +9.3% |
| 6M | +20.0% | +34.0% | -14.0% | +2.2% |
| YTD | +20.8% | +119.9% | -99.1% | -16.6% |
| 1Y | +40.2% | +235.2% | -194.9% | -18.6% |
| 3Y | +288.1% | +299.8% | -11.7% | +101.6% |
| 5Y | +352.5% | +140.1% | +212.5% | +183.1% |
| 10Y | +1,062.5% | +420.3% | +642.1% | +464.4% |
| All | +1,062.5% | +407.5% | +654.9% | +464.4% |
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