+293.8%
VIAV vs CPB
-35.1%
+328.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.2% | -8.8% | -4.4% |
| 7D | +7.9% | -1.6% | +9.5% | +7.5% |
| 30D | -20.3% | +19.2% | -39.5% | -14.6% |
| 3M | -28.5% | -0.9% | -27.6% | -26.6% |
| 6M | -42.7% | +15.2% | -58.0% | -38.9% |
| YTD | +72.4% | -13.1% | +85.5% | +78.4% |
| 1Y | +81.5% | -22.4% | +103.9% | +86.9% |
| 3Y | +293.8% | -35.3% | +329.1% | +280.7% |
| All | +293.8% | -35.1% | +328.9% | +280.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling