+139.6%
VIAV vs ACI
-39.5%
+179.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.2% | +0.4% | +3.6% |
| 7D | +11.2% | -3.7% | +14.9% | +11.2% |
| 30D | -10.1% | +0.6% | -10.7% | -10.2% |
| 3M | -22.9% | -20.3% | -2.5% | -22.4% |
| 6M | +28.8% | -24.7% | +53.4% | +29.6% |
| YTD | +117.5% | -27.2% | +144.7% | +118.7% |
| 1Y | +216.1% | -32.7% | +248.8% | +220.2% |
| 3Y | +292.2% | -43.9% | +336.1% | +302.9% |
| All | +139.6% | -39.5% | +179.1% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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