+245.3%
VIAV vs FDS
+9,502.8%
-9,257.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.5% | +7.2% | +5.4% |
| 7D | -4.6% | -1.9% | -2.7% | -3.8% |
| 30D | -10.4% | +9.0% | -19.4% | -15.1% |
| 3M | -34.5% | +18.9% | -53.3% | -42.9% |
| 6M | +7.0% | +35.1% | -28.2% | -16.1% |
| YTD | +95.6% | +5.5% | +90.1% | +70.4% |
| 1Y | +197.2% | -16.8% | +214.0% | +189.4% |
| 3Y | +232.0% | -28.1% | +260.1% | +242.0% |
| 5Y | +102.2% | -17.4% | +119.6% | +89.1% |
| 10Y | +344.6% | +85.4% | +259.2% | +150.4% |
| All | +245.3% | +9,502.8% | -9,257.6% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 all: compounded portfolio wealth divided by compounded FDS 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…
all analysis · Full analysis span regression · 6 months rolling