+140.1%
VIAV vs BAH
-3.7%
+143.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +13.6% | -1.3% | +14.9% | +13.6% |
| 30D | +5.3% | -6.6% | +11.9% | +5.7% |
| 3M | -15.6% | -7.2% | -8.5% | -14.7% |
| 6M | +34.0% | -10.0% | +44.0% | +35.6% |
| YTD | +119.9% | -12.5% | +132.3% | +120.4% |
| 1Y | +235.2% | -27.9% | +263.1% | +247.6% |
| 3Y | +299.8% | -31.4% | +331.2% | +293.3% |
| 5Y | +140.1% | -3.2% | +143.3% | +108.4% |
| All | +140.1% | -3.7% | +143.7% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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