+309.0%
VIAV vs IP
+31.6%
+277.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +2.9% | +9.4% | +11.5% |
| 7D | +15.0% | -3.0% | +18.1% | +16.0% |
| 30D | -29.7% | +10.6% | -40.3% | -31.7% |
| 3M | -18.3% | -13.6% | -4.7% | -15.3% |
| 6M | -37.6% | +10.4% | -48.0% | -40.6% |
| YTD | +79.5% | -6.5% | +85.9% | +75.9% |
| 1Y | +79.6% | -2.1% | +81.7% | +73.0% |
| 3Y | +310.0% | +22.0% | +288.0% | +232.4% |
| 5Y | +105.9% | -9.7% | +115.6% | +87.6% |
| 10Y | +309.0% | +26.8% | +282.1% | +186.2% |
| All | +309.0% | +31.6% | +277.3% | +186.2% |
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