+420.3%
VIAV vs ALK
-39.2%
+459.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.4% |
| 7D | +13.6% | -3.0% | +16.5% | +14.4% |
| 30D | +5.3% | -14.6% | +19.9% | +9.9% |
| 3M | -15.6% | -10.6% | -5.0% | -13.4% |
| 6M | +34.0% | -6.7% | +40.7% | +34.3% |
| YTD | +119.9% | -19.8% | +139.6% | +129.5% |
| 1Y | +235.2% | -35.2% | +270.4% | +269.3% |
| 3Y | +299.8% | +1.4% | +298.4% | +266.3% |
| 5Y | +140.1% | -30.7% | +170.7% | +139.9% |
| 10Y | +420.3% | -37.4% | +457.7% | +368.9% |
| All | +420.3% | -39.2% | +459.6% | +368.9% |
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