+296.6%
VIAV vs A
+29.6%
+267.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.5% |
| 7D | +13.6% | -4.4% | +18.0% | +14.7% |
| 30D | +5.3% | -2.7% | +8.0% | +5.9% |
| 3M | -15.6% | +7.0% | -22.7% | -17.5% |
| 6M | +34.0% | +24.6% | +9.4% | +23.9% |
| YTD | +119.9% | +7.0% | +112.8% | +115.6% |
| 1Y | +235.2% | +15.6% | +219.6% | +217.8% |
| All | +296.6% | +29.6% | +267.0% | +237.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling