+455.9%
VIAV vs INDA
+109.8%
+346.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.6% |
| 7D | +13.6% | -2.6% | +16.2% | +15.2% |
| 30D | +5.3% | -2.9% | +8.3% | +7.0% |
| 3M | -15.6% | +2.4% | -18.0% | -16.8% |
| 6M | +34.0% | -2.6% | +36.6% | +36.1% |
| YTD | +119.9% | -10.0% | +129.8% | +133.2% |
| 1Y | +235.2% | -7.7% | +242.8% | +250.1% |
| 3Y | +299.8% | +8.9% | +290.9% | +279.8% |
| 5Y | +140.1% | +6.0% | +134.1% | +130.4% |
| 10Y | +420.3% | +84.4% | +335.9% | +253.2% |
| All | +455.9% | +109.8% | +346.1% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 all: compounded portfolio wealth divided by compounded INDA 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…
all analysis · Full analysis span regression · 6 months rolling