+290.8%
VIAV vs GEN
+152.9%
+137.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.4% | -8.0% | -5.9% |
| 7D | +7.9% | +2.0% | +5.9% | +7.6% |
| 30D | -20.3% | +27.7% | -48.0% | -23.7% |
| 3M | -28.5% | +3.3% | -31.8% | -29.6% |
| 6M | -42.7% | +31.8% | -74.5% | -46.9% |
| YTD | +72.4% | +13.5% | +58.9% | +64.2% |
| 1Y | +81.5% | +16.0% | +65.4% | +71.8% |
| 3Y | +293.8% | +70.6% | +223.3% | +235.4% |
| 5Y | +101.4% | +32.1% | +69.3% | +78.7% |
| All | +290.8% | +152.9% | +137.9% | +168.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling