+314.0%
VIAV vs FIVE
+505.3%
-191.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.0% |
| 7D | +23.7% | +2.4% | +21.3% | +23.1% |
| 30D | -21.2% | +15.8% | -37.0% | -23.9% |
| 3M | -24.5% | +3.8% | -28.3% | -25.5% |
| 6M | -39.1% | +18.5% | -57.6% | -42.3% |
| YTD | +82.6% | +31.2% | +51.4% | +68.9% |
| 1Y | +82.7% | +61.8% | +20.9% | +60.7% |
| 3Y | +315.1% | +39.9% | +275.2% | +257.0% |
| 5Y | +113.4% | +18.3% | +95.1% | +84.9% |
| All | +314.0% | +505.3% | -191.3% | +151.1% |
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