+323.1%
VIAV vs AR
+58.9%
+264.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.5% | +4.9% | +6.3% |
| 7D | +12.3% | +2.1% | +10.2% | +12.1% |
| 30D | -21.0% | +4.5% | -25.5% | -21.4% |
| 3M | -14.1% | +1.0% | -15.1% | -14.4% |
| 6M | -39.9% | +4.4% | -44.4% | -40.5% |
| YTD | +85.2% | +10.9% | +74.3% | +81.5% |
| 1Y | +84.3% | +8.6% | +75.7% | +80.9% |
| 3Y | +320.9% | +48.5% | +272.4% | +294.2% |
| 5Y | +117.5% | +95.7% | +21.8% | +93.2% |
| 10Y | +323.1% | +55.5% | +267.6% | +271.7% |
| All | +323.1% | +58.9% | +264.1% | +271.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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