+295.5%
VIAV vs FIVE
+43.9%
+251.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | +3.2% | +7.3% | -4.1% | +2.1% |
| 30D | -31.8% | +18.1% | -49.8% | -33.5% |
| 3M | -16.6% | +7.7% | -24.4% | -17.8% |
| 6M | -39.4% | +13.6% | -53.1% | -41.1% |
| YTD | +74.0% | +34.6% | +39.4% | +65.2% |
| 1Y | +70.8% | +66.2% | +4.5% | +57.7% |
| 3Y | +295.5% | +43.5% | +252.1% | +248.2% |
| All | +295.5% | +43.9% | +251.6% | +248.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling