+209.1%
VIAV vs AS
+123.4%
+85.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.8% | -4.8% | -5.5% |
| 7D | +7.9% | -4.9% | +12.8% | +8.7% |
| 30D | -20.3% | +3.9% | -24.2% | -20.8% |
| 3M | -28.5% | -9.6% | -18.9% | -27.7% |
| 6M | -42.7% | -8.7% | -34.1% | -42.5% |
| YTD | +72.4% | -19.8% | +92.2% | +75.6% |
| 1Y | +81.5% | -1.5% | +83.0% | +80.2% |
| All | +209.1% | +123.4% | +85.6% | +165.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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