+132.6%
VIAV vs FE
+47.9%
+84.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.6% |
| 7D | +11.2% | -1.7% | +12.9% | +11.5% |
| 30D | -2.6% | -1.3% | -1.3% | -2.4% |
| 3M | -20.1% | +0.6% | -20.7% | -20.5% |
| 6M | +25.8% | -6.8% | +32.7% | +27.5% |
| YTD | +109.9% | +6.4% | +103.5% | +105.3% |
| 1Y | +214.3% | +11.3% | +203.0% | +203.7% |
| 3Y | +281.6% | +47.1% | +234.6% | +229.5% |
| 5Y | +132.6% | +50.4% | +82.2% | +87.5% |
| All | +132.6% | +47.9% | +84.7% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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