+290.8%
VIAV vs D
+48.0%
+242.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.6% |
| 7D | +7.9% | -1.4% | +9.3% | +8.2% |
| 30D | -20.3% | +7.7% | -28.1% | -22.1% |
| 3M | -28.5% | -0.3% | -28.3% | -28.8% |
| 6M | -42.7% | +10.1% | -52.8% | -44.7% |
| YTD | +72.4% | +19.1% | +53.3% | +62.8% |
| 1Y | +81.5% | +15.9% | +65.5% | +72.4% |
| 3Y | +293.8% | +75.0% | +218.8% | +223.6% |
| 5Y | +101.4% | +13.4% | +88.1% | +88.7% |
| All | +290.8% | +48.0% | +242.8% | +266.9% |
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