+140.1%
VIAV vs FFIV
+100.0%
+40.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.9% | -2.7% | -0.8% |
| 7D | +13.6% | +3.5% | +10.1% | +11.6% |
| 30D | +5.3% | -1.3% | +6.6% | +6.0% |
| 3M | -15.6% | +2.4% | -18.0% | -16.1% |
| 6M | +34.0% | +41.8% | -7.8% | +14.8% |
| YTD | +119.9% | +58.5% | +61.3% | +77.4% |
| 1Y | +235.2% | +24.3% | +210.8% | +200.0% |
| 3Y | +299.8% | +152.0% | +147.8% | +143.2% |
| 5Y | +140.1% | +99.1% | +41.0% | +56.3% |
| All | +140.1% | +100.0% | +40.1% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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