+139.6%
VIAV vs AZO
+85.8%
+53.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.6% |
| 7D | +11.2% | -3.6% | +14.7% | +11.6% |
| 30D | -10.1% | -5.6% | -4.6% | -9.6% |
| 3M | -22.9% | -6.6% | -16.2% | -22.5% |
| 6M | +28.8% | -22.5% | +51.3% | +34.2% |
| YTD | +117.5% | -15.2% | +132.6% | +122.2% |
| 1Y | +216.1% | -33.9% | +250.0% | +240.8% |
| 3Y | +292.2% | +11.8% | +280.4% | +264.3% |
| All | +139.6% | +85.8% | +53.9% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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