+390.2%
LLY vs VIAV
+136.9%
+253.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -3.1% | +13.6% | -16.7% | -3.5% |
| 30D | -8.6% | +5.3% | -13.9% | -9.0% |
| 3M | -1.6% | -15.6% | +14.0% | -1.3% |
| 6M | +11.8% | +34.0% | -22.2% | +9.2% |
| YTD | +5.1% | +119.9% | -114.8% | -1.3% |
| 1Y | +50.7% | +235.2% | -184.4% | +36.7% |
| 3Y | +95.7% | +299.8% | -204.1% | +73.8% |
| 5Y | +390.2% | +140.1% | +250.1% | +384.7% |
| All | +390.2% | +136.9% | +253.3% | +384.7% |
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