+117.5%
VIAV vs CAPR
+219.7%
-102.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +26.5% | -20.1% | +6.0% |
| 7D | +12.3% | +25.8% | -13.5% | +11.9% |
| 30D | -21.0% | +50.2% | -71.2% | -21.5% |
| 3M | -14.1% | +185.5% | -199.6% | -15.6% |
| 6M | -39.9% | -64.8% | +24.9% | -39.7% |
| YTD | +85.2% | -61.1% | +146.3% | +85.3% |
| 1Y | +84.3% | +81.0% | +3.3% | +76.4% |
| 3Y | +320.9% | +300.7% | +20.2% | +242.6% |
| 5Y | +117.5% | +223.3% | -105.8% | +72.0% |
| All | +117.5% | +219.7% | -102.1% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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