+61.2%
VIAV vs FE
+563.9%
-502.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.1% | +8.8% | +8.9% |
| 7D | +3.2% | -0.5% | +3.7% | +3.4% |
| 30D | -31.8% | +4.3% | -36.1% | -33.1% |
| 3M | -16.6% | +0.4% | -17.0% | -17.1% |
| 6M | -39.4% | +6.9% | -46.4% | -41.5% |
| YTD | +74.0% | +8.0% | +66.0% | +67.1% |
| 1Y | +70.8% | +4.8% | +65.9% | +65.7% |
| 3Y | +295.5% | +49.0% | +246.6% | +231.5% |
| 5Y | +103.3% | +46.2% | +57.1% | +69.6% |
| 10Y | +300.1% | +120.9% | +179.3% | +171.6% |
| All | +61.2% | +563.9% | -502.7% | -33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling