+243.4%
VIAV vs IP
+21.5%
+221.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.5% | +3.6% |
| 7D | -4.6% | -5.3% | +0.7% | -4.5% |
| 30D | -10.4% | -10.9% | +0.5% | -10.3% |
| 3M | -34.5% | +11.2% | -45.7% | -35.0% |
| 6M | +7.0% | -10.2% | +17.2% | +7.3% |
| YTD | +95.6% | -2.0% | +97.6% | +94.6% |
| 1Y | +197.2% | -19.1% | +216.3% | +202.7% |
| All | +243.4% | +21.5% | +221.9% | +198.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling