+398.7%
VIAV vs IP
+20.7%
+378.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -2.0% | +13.2% | +11.7% |
| 7D | +11.3% | +0.1% | +11.2% | +11.2% |
| 30D | -1.0% | -11.2% | +10.2% | +2.3% |
| 3M | -20.5% | +12.3% | -32.8% | -24.3% |
| 6M | +39.0% | -5.2% | +44.2% | +38.0% |
| YTD | +117.5% | -4.0% | +121.4% | +112.4% |
| 1Y | +233.8% | -19.2% | +253.0% | +242.0% |
| 3Y | +295.4% | +20.3% | +275.1% | +225.1% |
| 5Y | +134.3% | -17.5% | +151.8% | +123.8% |
| 10Y | +398.7% | +21.2% | +377.6% | +257.0% |
| All | +398.7% | +20.7% | +378.0% | +257.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling