+2,326.7%
VIAV vs IP
+228.5%
+2,098.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.8% | +7.4% | +7.9% |
| 7D | -4.8% | -5.1% | +0.2% | -2.8% |
| 30D | -38.5% | +8.5% | -47.0% | -40.9% |
| 3M | -29.9% | -13.8% | -16.0% | -26.0% |
| 6M | -46.3% | +5.7% | -52.0% | -49.3% |
| YTD | +59.8% | -9.1% | +68.9% | +56.3% |
| 1Y | +62.3% | -0.8% | +63.1% | +52.2% |
| 3Y | +243.0% | +14.8% | +228.2% | +177.4% |
| 5Y | +80.3% | -11.5% | +91.8% | +61.2% |
| 10Y | +290.0% | +27.9% | +262.1% | +171.1% |
| All | +2,326.7% | +228.5% | +2,098.2% | +888.1% |
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 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