+404.6%
VIAV vs GEN
+159.8%
+244.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.4% |
| 7D | +11.2% | -1.3% | +12.4% | +11.4% |
| 30D | -10.1% | +6.1% | -16.2% | -11.3% |
| 3M | -22.9% | +27.0% | -49.8% | -27.2% |
| 6M | +28.8% | +43.9% | -15.1% | +16.9% |
| YTD | +117.5% | +13.0% | +104.5% | +108.6% |
| 1Y | +216.1% | +4.0% | +212.0% | +209.6% |
| 3Y | +292.2% | +66.2% | +226.0% | +237.9% |
| 5Y | +141.0% | +23.2% | +117.8% | +118.5% |
| All | +404.6% | +159.8% | +244.7% | +255.3% |
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