+117.5%
VIAV vs CASY
+265.4%
-147.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.2% | +4.2% | +6.1% |
| 7D | +12.3% | +5.8% | +6.5% | +11.4% |
| 30D | -21.0% | +10.7% | -31.7% | -22.4% |
| 3M | -14.1% | -13.9% | -0.2% | -11.9% |
| 6M | -39.9% | -18.4% | -21.5% | -38.1% |
| YTD | +85.2% | +29.6% | +55.6% | +73.5% |
| 1Y | +84.3% | +32.8% | +51.4% | +71.6% |
| 3Y | +320.9% | +162.3% | +158.7% | +227.3% |
| 5Y | +117.5% | +265.0% | -147.5% | +48.5% |
| All | +117.5% | +265.4% | -147.9% | +48.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling