+47.7%
VIAV vs AU
+755.5%
-707.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.6% |
| 7D | +11.2% | -4.3% | +15.4% | +11.7% |
| 30D | -10.1% | +7.3% | -17.4% | -10.9% |
| 3M | -22.9% | +26.3% | -49.2% | -25.1% |
| 6M | +28.8% | +1.8% | +27.0% | +27.7% |
| YTD | +117.5% | +26.8% | +90.6% | +110.4% |
| 1Y | +216.1% | +66.7% | +149.4% | +197.0% |
| 3Y | +292.2% | +579.1% | -286.9% | +215.2% |
| 5Y | +141.0% | +689.3% | -548.4% | +86.7% |
| 10Y | +414.6% | +686.6% | -272.0% | +275.4% |
| All | +47.7% | +755.5% | -707.8% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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