+930.0%
APH vs VIAV
+291.8%
+638.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.6% | +3.8% | +0.1% |
| 7D | +4.9% | +7.9% | -3.0% | +2.1% |
| 30D | -5.4% | -20.3% | +14.9% | +1.2% |
| 3M | -5.5% | -28.5% | +23.1% | +3.7% |
| 6M | +25.9% | -42.7% | +68.6% | +44.9% |
| YTD | +16.4% | +72.4% | -56.0% | -14.1% |
| 1Y | +16.5% | +81.5% | -65.0% | -15.7% |
| 3Y | +270.9% | +293.8% | -23.0% | +87.6% |
| 5Y | +289.5% | +101.4% | +188.1% | +153.8% |
| All | +930.0% | +291.8% | +638.2% | +450.5% |
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