+290.8%
VIAV vs DRI
+331.7%
-40.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -6.0% | -5.7% |
| 7D | +7.9% | +1.1% | +6.8% | +7.6% |
| 30D | -20.3% | +9.7% | -30.0% | -22.7% |
| 3M | -28.5% | +3.2% | -31.7% | -29.8% |
| 6M | -42.7% | +20.6% | -63.3% | -46.9% |
| YTD | +72.4% | +28.3% | +44.1% | +55.7% |
| 1Y | +81.5% | +34.5% | +46.9% | +61.2% |
| 3Y | +293.8% | +66.5% | +227.3% | +217.9% |
| 5Y | +101.4% | +79.6% | +21.8% | +56.6% |
| All | +290.8% | +331.7% | -40.9% | +115.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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