+1,358.0%
LITE vs VIAV
+295.9%
+1,062.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.6% | +1.1% | 0.0% |
| 7D | +10.8% | +7.9% | +2.9% | +4.4% |
| 30D | -33.4% | -20.3% | -13.1% | -19.6% |
| 3M | -32.2% | -28.5% | -3.7% | -10.6% |
| 6M | -42.1% | -42.7% | +0.6% | -10.0% |
| YTD | +61.9% | +72.4% | -10.5% | +18.6% |
| 1Y | +163.0% | +81.5% | +81.5% | +88.0% |
| 3Y | +1,358.0% | +293.8% | +1,064.2% | +452.6% |
| All | +1,358.0% | +295.9% | +1,062.1% | +452.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling