+132.6%
VIAV vs A
-16.6%
+149.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.2% |
| 7D | +11.2% | -4.6% | +15.8% | +12.9% |
| 30D | -2.6% | -4.3% | +1.7% | -1.4% |
| 3M | -20.1% | +8.9% | -29.1% | -23.0% |
| 6M | +25.8% | +24.5% | +1.3% | +13.6% |
| YTD | +109.9% | +5.8% | +104.1% | +102.6% |
| 1Y | +214.3% | +16.2% | +198.1% | +190.4% |
| 3Y | +281.6% | +28.5% | +253.2% | +227.2% |
| 5Y | +132.6% | -16.3% | +148.9% | +121.0% |
| All | +132.6% | -16.6% | +149.1% | +121.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling