+2,871.3%
VIAV vs IP
+254.3%
+2,617.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.5% | +2.7% |
| 7D | -4.6% | -5.3% | +0.7% | -2.3% |
| 30D | -10.4% | -10.9% | +0.5% | -6.1% |
| 3M | -34.5% | +11.2% | -45.7% | -38.7% |
| 6M | +7.0% | -10.2% | +17.2% | +8.2% |
| YTD | +95.6% | -2.0% | +97.6% | +86.9% |
| 1Y | +197.2% | -19.1% | +216.3% | +203.7% |
| 3Y | +232.0% | +20.9% | +211.1% | +164.9% |
| 5Y | +102.2% | -17.8% | +120.0% | +89.3% |
| 10Y | +344.6% | +23.5% | +321.1% | +218.3% |
| All | +2,871.3% | +254.3% | +2,617.1% | +1,081.8% |
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