+75.3%
VIAV vs FIVE
+63.3%
+12.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.7% | -8.9% | -3.9% |
| 7D | -14.7% | +7.5% | -22.2% | -16.3% |
| 30D | -37.4% | +16.7% | -54.1% | -39.9% |
| 3M | -27.1% | +13.4% | -40.5% | -30.2% |
| 6M | -44.0% | +9.0% | -53.1% | -45.6% |
| YTD | +64.9% | +33.8% | +31.1% | +39.5% |
| 1Y | +75.3% | +61.2% | +14.1% | +32.5% |
| All | +75.3% | +63.3% | +12.0% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 1y: compounded portfolio wealth divided by compounded FIVE 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…
1y analysis · Full analysis span regression · 6 months rolling