+320.3%
VIAV vs AR
-27.2%
+347.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +3.7% |
| 7D | -4.6% | +2.5% | -7.1% | -4.9% |
| 30D | -10.4% | +14.8% | -25.2% | -11.9% |
| 3M | -34.5% | +6.2% | -40.7% | -35.1% |
| 6M | +7.0% | +4.3% | +2.7% | +6.0% |
| YTD | +95.6% | +14.4% | +81.3% | +91.5% |
| 1Y | +197.2% | +21.3% | +175.9% | +188.0% |
| 3Y | +232.0% | +39.8% | +192.2% | +212.7% |
| 5Y | +102.2% | +142.1% | -39.9% | +74.8% |
| 10Y | +344.6% | +52.0% | +292.6% | +271.6% |
| All | +320.3% | -27.2% | +347.5% | +301.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling