+387.0%
VIAV vs CPB
-45.5%
+432.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.3% | -0.2% | -4.6% |
| 7D | +11.2% | -5.4% | +16.6% | +11.1% |
| 30D | -2.6% | -7.8% | +5.2% | -2.7% |
| 3M | -20.1% | -6.9% | -13.2% | -20.1% |
| 6M | +25.8% | -12.2% | +38.0% | +26.1% |
| YTD | +109.9% | -21.1% | +130.9% | +111.1% |
| 1Y | +214.3% | -33.5% | +247.8% | +219.2% |
| 3Y | +281.6% | -43.2% | +324.8% | +288.4% |
| 5Y | +132.6% | -40.9% | +173.5% | +134.1% |
| All | +387.0% | -45.5% | +432.4% | +408.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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