+139.6%
VIAV vs AFL
+133.8%
+5.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.4% |
| 7D | +11.2% | -1.6% | +12.8% | +11.6% |
| 30D | -10.1% | -4.0% | -6.1% | -9.2% |
| 3M | -22.9% | -0.5% | -22.4% | -23.2% |
| 6M | +28.8% | +6.5% | +22.3% | +24.9% |
| YTD | +117.5% | +6.2% | +111.3% | +110.8% |
| 1Y | +216.1% | +8.3% | +207.8% | +203.9% |
| 3Y | +292.2% | +62.5% | +229.7% | +211.5% |
| All | +139.6% | +133.8% | +5.8% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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