+404.6%
VIAV vs APTV
-16.1%
+420.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.7% |
| 7D | +11.2% | -5.0% | +16.2% | +12.8% |
| 30D | -10.1% | -6.1% | -4.0% | -8.5% |
| 3M | -22.9% | -33.0% | +10.1% | -12.9% |
| 6M | +28.8% | -35.2% | +64.0% | +45.6% |
| YTD | +117.5% | -40.1% | +157.6% | +151.0% |
| 1Y | +216.1% | -45.6% | +261.7% | +276.2% |
| 3Y | +292.2% | -54.4% | +346.6% | +379.1% |
| 5Y | +141.0% | -68.9% | +209.9% | +226.0% |
| All | +404.6% | -16.1% | +420.7% | +346.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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