+139.6%
VIAV vs BAX
-68.1%
+207.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.6% | +5.2% | +3.8% |
| 7D | +11.2% | -7.9% | +19.0% | +12.0% |
| 30D | -10.1% | -11.7% | +1.5% | -9.0% |
| 3M | -22.9% | +16.2% | -39.1% | -25.0% |
| 6M | +28.8% | +32.0% | -3.2% | +22.4% |
| YTD | +117.5% | +24.7% | +92.7% | +107.1% |
| 1Y | +216.1% | -2.6% | +218.7% | +211.9% |
| 3Y | +292.2% | -35.0% | +327.2% | +315.9% |
| All | +139.6% | -68.1% | +207.7% | +199.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling