+2,502.5%
LITE vs VIAV
+394.3%
+2,108.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +11.2% | -0.1% | +2.0% |
| 7D | +12.6% | +11.3% | +1.3% | +3.3% |
| 30D | +9.9% | -1.0% | +10.9% | +11.5% |
| 3M | +9.3% | -20.5% | +29.8% | +32.7% |
| 6M | +75.2% | +39.0% | +36.2% | +36.8% |
| YTD | +165.5% | +117.5% | +48.0% | +43.6% |
| 1Y | +555.0% | +233.8% | +321.2% | +145.7% |
| 3Y | +1,870.5% | +295.4% | +1,575.1% | +525.0% |
| 5Y | +1,009.8% | +134.3% | +875.5% | +422.4% |
| 10Y | +2,502.5% | +398.7% | +2,103.8% | +568.3% |
| All | +2,502.5% | +394.3% | +2,108.2% | +568.3% |
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 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