+387.0%
VIAV vs BUD
-22.8%
+409.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.4% |
| 7D | +11.2% | -3.2% | +14.4% | +12.3% |
| 30D | -2.6% | -3.7% | +1.1% | -1.7% |
| 3M | -20.1% | -4.4% | -15.7% | -19.6% |
| 6M | +25.8% | +7.7% | +18.1% | +21.4% |
| YTD | +109.9% | +23.1% | +86.8% | +92.9% |
| 1Y | +214.3% | +33.6% | +180.7% | +179.8% |
| 3Y | +281.6% | +44.7% | +236.9% | +223.0% |
| 5Y | +132.6% | +44.9% | +87.7% | +91.5% |
| All | +387.0% | -22.8% | +409.8% | +322.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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