+2,518.5%
VIAV vs APD
+3,153.9%
-635.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.7% |
| 7D | +7.9% | +3.8% | +4.1% | +5.8% |
| 30D | -20.3% | +8.2% | -28.5% | -23.9% |
| 3M | -28.5% | +4.3% | -32.8% | -30.7% |
| 6M | -42.7% | +4.7% | -47.4% | -45.1% |
| YTD | +72.4% | +31.5% | +40.8% | +44.9% |
| 1Y | +81.5% | +23.5% | +57.9% | +57.0% |
| 3Y | +293.8% | +29.1% | +264.7% | +219.0% |
| 5Y | +101.4% | +15.9% | +85.6% | +67.5% |
| 10Y | +293.8% | +191.9% | +101.9% | +79.0% |
| All | +2,518.5% | +3,153.9% | -635.5% | +334.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling