+695.6%
AVGO vs VIAV
+128.3%
+567.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.6% | +0.5% |
| 7D | +1.0% | +11.2% | -10.2% | -2.7% |
| 30D | -13.3% | -2.6% | -10.7% | -13.3% |
| 3M | -2.9% | -20.1% | +17.2% | +1.9% |
| 6M | +5.7% | +25.8% | -20.1% | -8.4% |
| YTD | +4.6% | +109.9% | -105.2% | -28.7% |
| 1Y | -1.6% | +214.3% | -215.9% | -44.4% |
| 3Y | +336.2% | +281.6% | +54.6% | +120.6% |
| 5Y | +695.6% | +132.6% | +563.1% | +407.5% |
| All | +695.6% | +128.3% | +567.3% | +407.5% |
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