+300.1%
VIAV vs ALK
-39.7%
+339.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | +3.2% | +12.9% | -9.7% | -0.3% |
| 30D | -31.8% | +5.5% | -37.3% | -33.1% |
| 3M | -16.6% | -12.1% | -4.5% | -14.0% |
| 6M | -39.4% | +1.7% | -41.2% | -40.7% |
| YTD | +74.0% | -17.4% | +91.4% | +79.5% |
| 1Y | +70.8% | -1.9% | +72.7% | +67.7% |
| 3Y | +295.5% | +21.2% | +274.3% | +242.0% |
| 5Y | +103.3% | -27.8% | +131.2% | +100.9% |
| 10Y | +300.1% | -41.0% | +341.2% | +267.0% |
| All | +300.1% | -39.7% | +339.8% | +267.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling