+132.6%
VIAV vs BEN
+36.2%
+96.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -3.9% |
| 7D | +11.2% | +0.3% | +10.9% | +11.0% |
| 30D | -2.6% | +0.9% | -3.5% | -2.9% |
| 3M | -20.1% | +9.2% | -29.3% | -23.2% |
| 6M | +25.8% | +36.8% | -10.9% | +8.6% |
| YTD | +109.9% | +44.4% | +65.5% | +76.6% |
| 1Y | +214.3% | +45.8% | +168.4% | +162.4% |
| 3Y | +281.6% | +52.5% | +229.1% | +204.9% |
| 5Y | +132.6% | +37.7% | +94.9% | +87.8% |
| All | +132.6% | +36.2% | +96.3% | +87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling