+140.1%
VIAV vs CAPR
+76.3%
+63.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.6% | +5.7% | +1.2% |
| 7D | +13.6% | -12.6% | +26.2% | +13.8% |
| 30D | +5.3% | +124.4% | -119.1% | +3.9% |
| 3M | -15.6% | -66.8% | +51.2% | -15.1% |
| 6M | +34.0% | -71.8% | +105.8% | +35.0% |
| YTD | +119.9% | -70.1% | +189.9% | +121.2% |
| 1Y | +235.2% | +33.3% | +201.8% | +221.3% |
| 3Y | +299.8% | +36.7% | +263.1% | +243.0% |
| 5Y | +140.1% | +72.5% | +67.6% | +93.4% |
| All | +140.1% | +76.3% | +63.7% | +93.4% |
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