+3,239.6%
VIAV vs BBWI
+651.4%
+2,588.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.3% | +7.4% | +3.2% |
| 7D | +13.6% | -4.4% | +18.0% | +15.0% |
| 30D | +5.3% | -7.4% | +12.7% | +6.7% |
| 3M | -15.6% | -2.2% | -13.4% | -17.1% |
| 6M | +34.0% | -16.3% | +50.3% | +36.4% |
| YTD | +119.9% | -9.1% | +129.0% | +115.1% |
| 1Y | +235.2% | -34.5% | +269.7% | +257.5% |
| 3Y | +299.8% | -47.0% | +346.8% | +325.5% |
| 5Y | +140.1% | -68.8% | +208.9% | +187.8% |
| 10Y | +420.3% | -57.4% | +477.7% | +314.2% |
| All | +3,239.6% | +651.4% | +2,588.2% | +498.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling