+387.0%
VIAV vs CP
+230.5%
+156.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.2% | -3.9% |
| 7D | +11.2% | -2.7% | +13.9% | +12.7% |
| 30D | -2.6% | -3.4% | +0.7% | -0.9% |
| 3M | -20.1% | -0.6% | -19.5% | -20.3% |
| 6M | +25.8% | +6.3% | +19.5% | +21.6% |
| YTD | +109.9% | +21.2% | +88.7% | +91.0% |
| 1Y | +214.3% | +20.0% | +194.3% | +186.7% |
| 3Y | +281.6% | +18.7% | +262.9% | +242.9% |
| 5Y | +132.6% | +34.8% | +97.8% | +91.4% |
| All | +387.0% | +230.5% | +156.4% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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