-42.2%
DIS vs VIAV
+136.9%
-179.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.0% |
| 7D | -3.5% | +13.6% | -17.1% | -5.0% |
| 30D | +1.0% | +5.3% | -4.4% | -0.2% |
| 3M | +5.7% | -15.6% | +21.3% | +6.5% |
| 6M | +3.3% | +34.0% | -30.7% | -6.4% |
| YTD | -7.7% | +119.9% | -127.6% | -26.6% |
| 1Y | -10.0% | +235.2% | -245.1% | -36.3% |
| 3Y | +31.7% | +299.8% | -268.1% | -13.8% |
| 5Y | -42.2% | +140.1% | -182.3% | -53.9% |
| All | -42.2% | +136.9% | -179.1% | -53.9% |
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