+420.3%
VIAV vs CASY
+468.0%
-47.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -14.2% | +15.4% | +5.0% |
| 7D | +13.6% | -16.5% | +30.1% | +18.7% |
| 30D | +5.3% | -26.4% | +31.7% | +14.1% |
| 3M | -15.6% | -17.3% | +1.7% | -12.8% |
| 6M | +34.0% | -5.2% | +39.2% | +33.1% |
| YTD | +119.9% | +14.1% | +105.8% | +106.6% |
| 1Y | +235.2% | +16.6% | +218.5% | +211.7% |
| 3Y | +299.8% | +163.7% | +136.1% | +175.0% |
| 5Y | +140.1% | +231.3% | -91.2% | +49.3% |
| 10Y | +420.3% | +462.9% | -42.6% | +174.9% |
| All | +420.3% | +468.0% | -47.7% | +174.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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