+387.0%
VIAV vs A
+247.2%
+139.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.1% |
| 7D | +11.2% | -4.6% | +15.8% | +13.4% |
| 30D | -2.6% | -4.3% | +1.7% | -1.0% |
| 3M | -20.1% | +8.9% | -29.1% | -23.7% |
| 6M | +25.8% | +24.5% | +1.3% | +10.5% |
| YTD | +109.9% | +5.8% | +104.1% | +99.0% |
| 1Y | +214.3% | +16.2% | +198.1% | +183.3% |
| 3Y | +281.6% | +28.5% | +253.2% | +215.4% |
| 5Y | +132.6% | -16.3% | +148.9% | +136.2% |
| All | +387.0% | +247.2% | +139.8% | +123.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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