+314.0%
VIAV vs APD
+191.6%
+122.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | +23.7% | +2.2% | +21.6% | +22.7% |
| 30D | -21.2% | +9.4% | -30.6% | -24.2% |
| 3M | -24.5% | +4.7% | -29.2% | -26.3% |
| 6M | -39.1% | +5.5% | -44.5% | -41.0% |
| YTD | +82.6% | +31.4% | +51.2% | +60.2% |
| 1Y | +82.7% | +24.1% | +58.6% | +63.6% |
| 3Y | +315.1% | +28.8% | +286.3% | +254.9% |
| 5Y | +113.4% | +15.8% | +97.6% | +86.7% |
| All | +314.0% | +191.6% | +122.4% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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