+140.1%
VIAV vs CMS
+23.1%
+117.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.3% |
| 7D | +13.6% | +0.2% | +13.4% | +13.5% |
| 30D | +5.3% | -1.3% | +6.6% | +5.7% |
| 3M | -15.6% | -5.4% | -10.2% | -15.0% |
| 6M | +34.0% | -10.3% | +44.3% | +37.4% |
| YTD | +119.9% | -0.2% | +120.1% | +118.8% |
| 1Y | +235.2% | -0.9% | +236.0% | +234.2% |
| 3Y | +299.8% | +34.0% | +265.8% | +254.1% |
| 5Y | +140.1% | +23.6% | +116.5% | +104.2% |
| All | +140.1% | +23.1% | +117.0% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 CMS 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