+2,673.6%
VIAV vs IP
+222.9%
+2,450.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.5% |
| 7D | +23.7% | -0.9% | +24.6% | +24.3% |
| 30D | -21.2% | +6.7% | -27.9% | -23.7% |
| 3M | -24.5% | -16.6% | -8.0% | -19.1% |
| 6M | -39.1% | +6.0% | -45.1% | -42.5% |
| YTD | +82.6% | -10.7% | +93.3% | +80.1% |
| 1Y | +82.7% | -6.7% | +89.4% | +76.3% |
| 3Y | +315.1% | +17.1% | +297.9% | +232.3% |
| 5Y | +113.4% | -14.6% | +127.9% | +94.1% |
| 10Y | +317.2% | +19.9% | +297.3% | +199.3% |
| All | +2,673.6% | +222.9% | +2,450.7% | +1,038.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling