+420.3%
VIAV vs ALLY
+178.1%
+242.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.5% |
| 7D | +13.6% | -1.9% | +15.5% | +14.1% |
| 30D | +5.3% | -4.5% | +9.8% | +6.8% |
| 3M | -15.6% | -2.8% | -12.8% | -14.9% |
| 6M | +34.0% | +10.3% | +23.7% | +28.7% |
| YTD | +119.9% | -5.7% | +125.6% | +123.0% |
| 1Y | +235.2% | +3.9% | +231.2% | +227.5% |
| 3Y | +299.8% | +64.7% | +235.1% | +224.1% |
| 5Y | +140.1% | -2.6% | +142.7% | +123.3% |
| 10Y | +420.3% | +186.0% | +234.3% | +200.5% |
| All | +420.3% | +178.1% | +242.3% | +200.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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