+132.6%
VIAV vs GSK
+47.2%
+85.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.4% |
| 7D | +11.2% | -5.4% | +16.6% | +11.9% |
| 30D | -2.6% | -4.6% | +2.0% | -2.2% |
| 3M | -20.1% | -5.1% | -15.0% | -20.1% |
| 6M | +25.8% | -11.4% | +37.3% | +27.5% |
| YTD | +109.9% | +0.7% | +109.2% | +107.6% |
| 1Y | +214.3% | +23.0% | +191.3% | +200.5% |
| 3Y | +281.6% | +48.0% | +233.7% | +246.4% |
| 5Y | +132.6% | +48.2% | +84.4% | +99.9% |
| All | +132.6% | +47.2% | +85.3% | +99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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