+315.5%
VIAV vs ACWI
+339.1%
-23.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.6% | -2.4% |
| 7D | +3.2% | -0.2% | +3.4% | +4.0% |
| 30D | -31.8% | -3.3% | -28.5% | -27.8% |
| 3M | -16.6% | -3.4% | -13.2% | -11.3% |
| 6M | -39.4% | +0.8% | -40.3% | -38.3% |
| YTD | +74.0% | +10.7% | +63.3% | +59.1% |
| 1Y | +70.8% | +11.6% | +59.2% | +54.9% |
| 3Y | +295.5% | +73.4% | +222.2% | +103.6% |
| 5Y | +103.3% | +60.2% | +43.2% | +14.6% |
| 10Y | +300.1% | +221.6% | +78.6% | -11.3% |
| All | +315.5% | +339.1% | -23.6% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 all: compounded portfolio wealth divided by compounded ACWI 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…
all analysis · Full analysis span regression · 6 months rolling