+296.6%
VIAV vs APD
+6.4%
+290.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.3% |
| 7D | +13.6% | -4.6% | +18.2% | +14.8% |
| 30D | +5.3% | -4.2% | +9.5% | +6.2% |
| 3M | -15.6% | +5.0% | -20.6% | -17.3% |
| 6M | +34.0% | +8.9% | +25.1% | +30.2% |
| YTD | +119.9% | +21.9% | +98.0% | +107.0% |
| 1Y | +235.2% | +5.6% | +229.6% | +228.8% |
| All | +296.6% | +6.4% | +290.1% | +287.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling