+404.6%
VIAV vs ETR
+296.9%
+107.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.8% |
| 7D | +11.2% | -1.8% | +13.0% | +12.0% |
| 30D | -10.1% | -1.8% | -8.4% | -9.5% |
| 3M | -22.9% | -3.6% | -19.3% | -21.8% |
| 6M | +28.8% | +2.6% | +26.2% | +27.9% |
| YTD | +117.5% | +16.0% | +101.4% | +106.8% |
| 1Y | +216.1% | +20.1% | +195.9% | +197.1% |
| 3Y | +292.2% | +143.6% | +148.6% | +178.3% |
| 5Y | +141.0% | +124.4% | +16.6% | +73.7% |
| All | +404.6% | +296.9% | +107.7% | +252.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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