+108.5%
VIAV vs FN
+289.0%
-180.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.1% | +0.5% | +2.4% |
| 7D | -4.6% | -1.7% | -2.9% | -3.9% |
| 30D | -10.4% | -22.0% | +11.6% | -0.7% |
| 3M | -34.5% | -43.0% | +8.5% | -18.0% |
| 6M | +7.0% | -27.7% | +34.7% | +22.7% |
| YTD | +95.6% | -10.5% | +106.1% | +109.2% |
| 1Y | +197.2% | +12.5% | +184.7% | +194.8% |
| 3Y | +232.0% | +153.8% | +78.2% | +132.3% |
| All | +108.5% | +289.0% | -180.5% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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