+134.3%
VIAV vs FIVE
+38.7%
+95.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.7% | +10.4% | +11.0% |
| 7D | +11.3% | +3.7% | +7.7% | +10.5% |
| 30D | -1.0% | +4.0% | -5.0% | -1.9% |
| 3M | -20.5% | +36.2% | -56.8% | -25.7% |
| 6M | +39.0% | +18.0% | +21.0% | +33.0% |
| YTD | +117.5% | +34.9% | +82.6% | +102.9% |
| 1Y | +233.8% | +67.9% | +165.9% | +197.2% |
| 3Y | +295.4% | +57.3% | +238.1% | +244.9% |
| 5Y | +134.3% | +39.5% | +94.7% | +100.8% |
| All | +134.3% | +38.7% | +95.6% | +100.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling