+404.6%
VIAV vs BEN
+56.6%
+347.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +11.2% | -3.1% | +14.3% | +12.7% |
| 30D | -10.1% | +0.2% | -10.3% | -10.1% |
| 3M | -22.9% | +6.8% | -29.7% | -24.9% |
| 6M | +28.8% | +38.1% | -9.3% | +12.3% |
| YTD | +117.5% | +44.3% | +73.1% | +85.9% |
| 1Y | +216.1% | +42.6% | +173.5% | +170.9% |
| 3Y | +292.2% | +52.3% | +239.9% | +220.1% |
| 5Y | +141.0% | +37.6% | +103.3% | +99.7% |
| All | +404.6% | +56.6% | +347.9% | +254.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling