+139.6%
VIAV vs AUR
-35.1%
+174.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.4% |
| 7D | +11.2% | +1.4% | +9.7% | +11.0% |
| 30D | -10.1% | -6.4% | -3.7% | -9.4% |
| 3M | -22.9% | +7.7% | -30.6% | -23.4% |
| 6M | +28.8% | +44.5% | -15.7% | +23.3% |
| YTD | +117.5% | +67.4% | +50.0% | +104.5% |
| 1Y | +216.1% | +15.4% | +200.6% | +207.9% |
| 3Y | +292.2% | +94.8% | +197.4% | +234.0% |
| All | +139.6% | -35.1% | +174.7% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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