+323.1%
VIAV vs IP
+22.3%
+300.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.3% | +7.8% | +6.8% |
| 7D | +12.3% | -2.8% | +15.1% | +13.4% |
| 30D | -21.0% | +9.2% | -30.2% | -23.1% |
| 3M | -14.1% | -16.1% | +2.1% | -10.2% |
| 6M | -39.9% | +9.6% | -49.5% | -42.8% |
| YTD | +85.2% | -8.8% | +94.0% | +82.8% |
| 1Y | +84.3% | -5.5% | +89.8% | +79.4% |
| 3Y | +320.9% | +19.6% | +301.3% | +242.7% |
| 5Y | +117.5% | -13.5% | +131.0% | +101.1% |
| 10Y | +323.1% | +22.4% | +300.7% | +194.3% |
| All | +323.1% | +22.3% | +300.8% | +194.3% |
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