+139.6%
VIAV vs BN
+33.2%
+106.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.4% |
| 7D | +11.2% | -5.2% | +16.3% | +13.8% |
| 30D | -10.1% | -14.5% | +4.4% | -3.4% |
| 3M | -22.9% | -15.0% | -7.9% | -17.0% |
| 6M | +28.8% | -5.4% | +34.2% | +31.3% |
| YTD | +117.5% | -16.4% | +133.9% | +133.9% |
| 1Y | +216.1% | -16.2% | +232.3% | +238.9% |
| 3Y | +292.2% | +67.5% | +224.7% | +194.8% |
| All | +139.6% | +33.2% | +106.5% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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