+901.5%
LITE vs VIAV
+103.0%
+798.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.7% | +0.3% | +1.2% |
| 7D | -1.5% | -4.6% | +3.1% | +2.1% |
| 30D | +6.7% | -10.4% | +17.0% | +16.2% |
| 3M | -6.8% | -34.5% | +27.7% | +28.5% |
| 6M | +29.4% | +7.0% | +22.5% | +27.4% |
| YTD | +139.1% | +95.6% | +43.5% | +56.0% |
| 1Y | +521.0% | +197.2% | +323.8% | +202.2% |
| 3Y | +1,535.3% | +232.0% | +1,303.3% | +626.3% |
| All | +901.5% | +103.0% | +798.5% | +494.3% |
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