+139.6%
VIAV vs DTE
+30.3%
+109.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +4.9% | +4.0% |
| 7D | +11.2% | -2.6% | +13.7% | +12.1% |
| 30D | -10.1% | -4.4% | -5.7% | -8.8% |
| 3M | -22.9% | -8.3% | -14.5% | -21.0% |
| 6M | +28.8% | -8.1% | +36.9% | +31.8% |
| YTD | +117.5% | +4.4% | +113.0% | +112.5% |
| 1Y | +216.1% | +0.2% | +215.9% | +213.1% |
| 3Y | +292.2% | +42.6% | +249.6% | +229.5% |
| All | +139.6% | +30.3% | +109.3% | +99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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