+352.8%
APH vs VIAV
+132.3%
+220.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +11.2% | -12.4% | -4.2% |
| 7D | +0.2% | +11.3% | -11.1% | -2.9% |
| 30D | -3.3% | -1.0% | -2.3% | -3.6% |
| 3M | +14.0% | -20.5% | +34.6% | +19.2% |
| 6M | +24.4% | +39.0% | -14.6% | +7.7% |
| YTD | +21.4% | +117.5% | -96.0% | -11.1% |
| 1Y | +48.9% | +233.8% | -184.8% | -6.4% |
| 3Y | +290.1% | +295.4% | -5.3% | +124.5% |
| 5Y | +352.8% | +134.3% | +218.5% | +216.5% |
| All | +352.8% | +132.3% | +220.5% | +216.5% |
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 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