+63.3%
LIN vs VIAV
+79.2%
-15.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.3% | -9.4% | -1.6% |
| 7D | +0.2% | -4.8% | +5.0% | +0.4% |
| 30D | +6.5% | -38.5% | +44.9% | +9.4% |
| 3M | +5.5% | -29.9% | +35.3% | +7.1% |
| 6M | +3.3% | -46.3% | +49.6% | +6.8% |
| YTD | +22.0% | +59.8% | -37.7% | +9.7% |
| 1Y | +25.7% | +62.3% | -36.6% | +12.5% |
| 3Y | +36.2% | +243.0% | -206.8% | +3.9% |
| All | +63.3% | +79.2% | -15.8% | +44.3% |
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