+134.3%
VIAV vs IBB
+20.0%
+114.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -2.2% | +13.3% | +12.4% |
| 7D | +11.3% | -1.7% | +13.0% | +12.2% |
| 30D | -1.0% | +4.9% | -5.9% | -4.6% |
| 3M | -20.5% | +24.2% | -44.7% | -31.9% |
| 6M | +39.0% | +23.8% | +15.1% | +18.9% |
| YTD | +117.5% | +23.0% | +94.5% | +86.9% |
| 1Y | +233.8% | +46.2% | +187.6% | +155.8% |
| 3Y | +295.4% | +64.8% | +230.6% | +177.6% |
| 5Y | +134.3% | +20.9% | +113.4% | +83.0% |
| All | +134.3% | +20.0% | +114.3% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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