+296.6%
VIAV vs FIVE
+52.3%
+244.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.5% |
| 7D | +13.6% | +1.7% | +11.9% | +13.3% |
| 30D | +5.3% | +5.0% | +0.3% | +4.4% |
| 3M | -15.6% | +29.5% | -45.1% | -19.2% |
| 6M | +34.0% | +12.4% | +21.6% | +30.6% |
| YTD | +119.9% | +31.2% | +88.7% | +109.6% |
| 1Y | +235.2% | +72.9% | +162.3% | +207.2% |
| All | +296.6% | +52.3% | +244.3% | +244.4% |
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