+404.6%
VIAV vs APD
+166.7%
+237.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.8% | +4.4% | +3.9% |
| 7D | +11.2% | -3.3% | +14.4% | +12.6% |
| 30D | -10.1% | -4.2% | -6.0% | -8.7% |
| 3M | -22.9% | +5.4% | -28.3% | -25.3% |
| 6M | +28.8% | +6.3% | +22.5% | +24.4% |
| YTD | +117.5% | +20.3% | +97.1% | +98.4% |
| 1Y | +216.1% | +1.6% | +214.5% | +208.3% |
| 3Y | +292.2% | +4.0% | +288.2% | +269.0% |
| 5Y | +141.0% | +23.3% | +117.7% | +101.6% |
| All | +404.6% | +166.7% | +237.9% | +164.0% |
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