+216.1%
VIAV vs IBN
-5.9%
+222.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.9% | +1.7% | +3.2% |
| 7D | +11.2% | -3.0% | +14.2% | +11.8% |
| 30D | -10.1% | -1.5% | -8.6% | -10.0% |
| 3M | -22.9% | +7.9% | -30.8% | -24.9% |
| 6M | +28.8% | +8.6% | +20.1% | +24.5% |
| YTD | +117.5% | -0.6% | +118.0% | +112.3% |
| 1Y | +216.1% | -7.3% | +223.4% | +202.3% |
| All | +216.1% | -5.9% | +222.0% | +202.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling