+140.1%
VIAV vs AR
+148.2%
-8.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +13.6% | -1.2% | +14.8% | +13.7% |
| 30D | +5.3% | +5.5% | -0.2% | +4.5% |
| 3M | -15.6% | +12.9% | -28.5% | -17.2% |
| 6M | +34.0% | +0.1% | +33.9% | +33.4% |
| YTD | +119.9% | +13.5% | +106.3% | +114.6% |
| 1Y | +235.2% | +21.6% | +213.6% | +222.8% |
| 3Y | +299.8% | +46.0% | +253.8% | +270.6% |
| 5Y | +140.1% | +143.7% | -3.7% | +107.4% |
| All | +140.1% | +148.2% | -8.1% | +107.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling