+292.2%
VIAV vs BAX
-35.4%
+327.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.6% | +5.2% | +3.7% |
| 7D | +11.2% | -7.9% | +19.0% | +11.4% |
| 30D | -10.1% | -11.7% | +1.5% | -9.8% |
| 3M | -22.9% | +16.2% | -39.1% | -24.0% |
| 6M | +28.8% | +32.0% | -3.2% | +24.8% |
| YTD | +117.5% | +24.7% | +92.7% | +110.9% |
| 1Y | +216.1% | -2.6% | +218.7% | +213.6% |
| 3Y | +292.2% | -35.0% | +327.2% | +302.2% |
| All | +292.2% | -35.4% | +327.6% | +302.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 3y: compounded portfolio wealth divided by compounded BAX 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…
3y analysis · Full analysis span regression · 6 months rolling