+134.3%
VIAV vs CP
+34.0%
+100.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.5% | +11.7% | +11.4% |
| 7D | +11.3% | +2.4% | +8.9% | +10.1% |
| 30D | -1.0% | -0.5% | -0.5% | -0.7% |
| 3M | -20.5% | +1.4% | -21.9% | -21.4% |
| 6M | +39.0% | +10.3% | +28.7% | +32.2% |
| YTD | +117.5% | +24.3% | +93.2% | +97.5% |
| 1Y | +233.8% | +20.4% | +213.3% | +206.4% |
| 3Y | +295.4% | +21.8% | +273.6% | +253.8% |
| 5Y | +134.3% | +31.5% | +102.8% | +97.4% |
| All | +134.3% | +34.0% | +100.3% | +97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling