+402.4%
VIAV vs FIVN
+282.0%
+120.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +1.6% |
| 7D | +13.6% | -9.6% | +23.2% | +15.2% |
| 30D | +5.3% | -11.9% | +17.2% | +6.9% |
| 3M | -15.6% | +40.1% | -55.7% | -22.2% |
| 6M | +34.0% | +68.3% | -34.4% | +17.3% |
| YTD | +119.9% | +51.5% | +68.4% | +94.9% |
| 1Y | +235.2% | +15.1% | +220.0% | +212.2% |
| 3Y | +299.8% | -55.6% | +355.4% | +331.8% |
| 5Y | +140.1% | -82.4% | +222.5% | +189.2% |
| 10Y | +420.3% | +114.5% | +305.8% | +313.9% |
| All | +402.4% | +282.0% | +120.4% | +263.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 all: compounded portfolio wealth divided by compounded FIVN 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…
all analysis · Full analysis span regression · 6 months rolling