+96.9%
VIAV vs BBWI
-67.6%
+164.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.5% | -7.1% | -5.8% |
| 7D | +7.9% | +0.1% | +7.8% | +7.9% |
| 30D | -20.3% | +12.9% | -33.2% | -22.1% |
| 3M | -28.5% | +16.0% | -44.5% | -30.9% |
| 6M | -42.7% | +16.6% | -59.3% | -45.3% |
| YTD | +72.4% | +9.7% | +62.6% | +64.4% |
| 1Y | +81.5% | +1.5% | +80.0% | +74.0% |
| 3Y | +293.8% | -21.4% | +315.2% | +276.5% |
| All | +96.9% | -67.6% | +164.6% | +129.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling