+314.9%
VIAV vs CAI
-9.9%
+324.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.5% |
| 7D | +11.2% | -2.9% | +14.1% | +11.5% |
| 30D | -10.1% | +9.3% | -19.5% | -11.1% |
| 3M | -22.9% | +35.2% | -58.1% | -26.6% |
| 6M | +28.8% | +30.7% | -1.9% | +22.3% |
| YTD | +117.5% | -9.8% | +127.2% | +115.1% |
| 1Y | +216.1% | -28.9% | +244.9% | +218.0% |
| All | +314.9% | -9.9% | +324.7% | +311.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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