+278.5%
VIAV vs BBWI
-48.6%
+327.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.1% | -4.4% |
| 7D | +11.2% | -8.0% | +19.2% | +12.2% |
| 30D | -2.6% | -6.6% | +4.0% | -2.2% |
| 3M | -20.1% | -2.7% | -17.4% | -20.8% |
| 6M | +25.8% | -12.8% | +38.6% | +26.4% |
| YTD | +109.9% | -10.5% | +120.3% | +108.3% |
| 1Y | +214.3% | -35.3% | +249.6% | +227.6% |
| All | +278.5% | -48.6% | +327.1% | +259.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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