+297.6%
VIAV vs D
+48.1%
+249.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.1% |
| 7D | +3.2% | +2.4% | +0.8% | +2.6% |
| 30D | -31.8% | +10.9% | -42.7% | -33.8% |
| 3M | -16.6% | +2.8% | -19.5% | -17.6% |
| 6M | -39.4% | +12.7% | -52.1% | -41.9% |
| YTD | +74.0% | +20.3% | +53.7% | +63.9% |
| 1Y | +70.8% | +17.1% | +53.6% | +61.9% |
| 3Y | +295.5% | +75.1% | +220.4% | +225.4% |
| 5Y | +103.3% | +13.1% | +90.2% | +90.7% |
| All | +297.6% | +48.1% | +249.4% | +273.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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