+132.6%
VIAV vs IBN
+52.7%
+79.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -4.0% | -4.4% |
| 7D | +11.2% | -5.5% | +16.7% | +13.1% |
| 30D | -2.6% | -3.4% | +0.8% | -1.7% |
| 3M | -20.1% | +8.7% | -28.8% | -22.5% |
| 6M | +25.8% | +3.7% | +22.1% | +23.7% |
| YTD | +109.9% | -2.4% | +112.3% | +110.2% |
| 1Y | +214.3% | -8.1% | +222.4% | +219.6% |
| 3Y | +281.6% | +26.3% | +255.3% | +237.5% |
| 5Y | +132.6% | +54.9% | +77.7% | +85.5% |
| All | +132.6% | +52.7% | +79.9% | +85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling