+3,202.9%
VIAV vs BAX
+726.5%
+2,476.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -3.8% | +14.9% | +12.3% |
| 7D | +11.3% | -2.4% | +13.8% | +12.0% |
| 30D | -1.0% | -9.7% | +8.7% | +1.6% |
| 3M | -20.5% | +29.3% | -49.8% | -27.7% |
| 6M | +39.0% | +40.7% | -1.7% | +22.8% |
| YTD | +117.5% | +30.3% | +87.2% | +94.7% |
| 1Y | +233.8% | +3.4% | +230.4% | +216.2% |
| 3Y | +295.4% | -32.0% | +327.4% | +314.2% |
| 5Y | +134.3% | -66.9% | +201.1% | +207.1% |
| 10Y | +398.7% | -37.1% | +435.8% | +412.5% |
| All | +3,202.9% | +726.5% | +2,476.4% | +1,484.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling