+546.2%
LITE vs VIAV
+107.7%
+438.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +12.3% | -1.6% | +1.0% |
| 7D | -12.9% | +15.0% | -27.9% | -21.5% |
| 30D | -46.0% | -29.7% | -16.3% | -28.5% |
| 3M | -33.0% | -18.3% | -14.7% | -20.6% |
| 6M | -34.0% | -37.6% | +3.5% | -4.2% |
| YTD | +61.7% | +79.5% | -17.7% | +13.5% |
| 1Y | +148.3% | +79.6% | +68.7% | +75.9% |
| 3Y | +1,408.5% | +310.0% | +1,098.5% | +492.0% |
| 5Y | +546.2% | +105.9% | +440.2% | +306.4% |
| All | +546.2% | +107.7% | +438.5% | +306.4% |
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