+84.9%
VIAV vs COMP
-17.6%
+102.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +10.7% | -2.5% | +6.9% |
| 7D | -4.8% | +13.4% | -18.3% | -6.4% |
| 30D | -38.5% | +11.1% | -49.6% | -39.4% |
| 3M | -29.9% | -18.8% | -11.0% | -28.3% |
| 6M | -46.3% | +10.5% | -56.8% | -47.7% |
| YTD | +59.8% | -3.4% | +63.2% | +56.6% |
| 1Y | +62.3% | +19.7% | +42.6% | +54.4% |
| 3Y | +243.0% | +381.6% | -138.6% | +155.6% |
| All | +84.9% | -17.6% | +102.5% | +63.3% |
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