+140.1%
VIAV vs DRI
+68.4%
+71.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.8% | +1.6% |
| 7D | +13.6% | -4.8% | +18.4% | +15.0% |
| 30D | +5.3% | -3.9% | +9.2% | +6.5% |
| 3M | -15.6% | +5.1% | -20.7% | -17.3% |
| 6M | +34.0% | +5.5% | +28.5% | +30.6% |
| YTD | +119.9% | +16.5% | +103.4% | +105.9% |
| 1Y | +235.2% | +2.0% | +233.2% | +228.1% |
| 3Y | +299.8% | +54.5% | +245.3% | +222.2% |
| 5Y | +140.1% | +66.6% | +73.5% | +81.3% |
| All | +140.1% | +68.4% | +71.7% | +81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling