+295.4%
VIAV vs D
+65.5%
+229.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.6% | +10.6% | +11.1% |
| 7D | +11.3% | +0.8% | +10.6% | +11.2% |
| 30D | -1.0% | -0.7% | -0.3% | -0.9% |
| 3M | -20.5% | +2.1% | -22.6% | -21.0% |
| 6M | +39.0% | +6.8% | +32.2% | +37.0% |
| YTD | +117.5% | +16.5% | +100.9% | +111.7% |
| 1Y | +233.8% | +19.2% | +214.6% | +223.6% |
| 3Y | +295.4% | +61.9% | +233.5% | +228.5% |
| All | +295.4% | +65.5% | +229.9% | +228.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling