+340.5%
JCI vs VIAV
+419.4%
-79.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.6% | -1.4% | +1.2% |
| 7D | +0.7% | +11.2% | -10.4% | -2.4% |
| 30D | -4.4% | -10.1% | +5.7% | -2.0% |
| 3M | +1.7% | -22.9% | +24.5% | +7.3% |
| 6M | +8.8% | +28.8% | -20.0% | -3.3% |
| YTD | +22.6% | +117.5% | -94.8% | -8.9% |
| 1Y | +36.2% | +216.1% | -179.9% | -11.2% |
| 3Y | +168.0% | +292.2% | -124.2% | +56.9% |
| 5Y | +113.5% | +141.0% | -27.5% | +44.1% |
| All | +340.5% | +419.4% | -79.0% | +143.5% |
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