+96.9%
VIAV vs COMP
-10.9%
+107.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.7% | -7.3% | -5.8% |
| 7D | +7.9% | 0.0% | +7.9% | +8.0% |
| 30D | -20.3% | +16.6% | -36.9% | -22.0% |
| 3M | -28.5% | -23.5% | -5.0% | -26.4% |
| 6M | -42.7% | +25.7% | -68.5% | -45.2% |
| YTD | +72.4% | -3.4% | +75.8% | +69.0% |
| 1Y | +81.5% | +7.6% | +73.9% | +75.2% |
| 3Y | +293.8% | +423.6% | -129.7% | +190.4% |
| All | +96.9% | -10.9% | +107.8% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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