+387.0%
VIAV vs FIVE
+483.6%
-96.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.2% | -4.0% |
| 7D | +11.2% | +0.6% | +10.7% | +11.1% |
| 30D | -2.6% | +3.0% | -5.6% | -3.5% |
| 3M | -20.1% | +23.2% | -43.3% | -24.3% |
| 6M | +25.8% | +9.2% | +16.7% | +21.8% |
| YTD | +109.9% | +28.1% | +81.8% | +95.6% |
| 1Y | +214.3% | +65.3% | +149.0% | +174.5% |
| 3Y | +281.6% | +49.4% | +232.2% | +221.8% |
| 5Y | +132.6% | +29.5% | +103.1% | +96.1% |
| All | +387.0% | +483.6% | -96.7% | +187.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling