+190.7%
VIAV vs IRE
-82.8%
+273.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +10.2% | +0.9% | +10.0% |
| 7D | +11.3% | +58.9% | -47.6% | +5.6% |
| 30D | -1.0% | +17.2% | -18.2% | -3.5% |
| 3M | -20.5% | -58.6% | +38.1% | -18.8% |
| 6M | +39.0% | -23.5% | +62.5% | +33.1% |
| YTD | +117.5% | -47.4% | +164.9% | +104.5% |
| All | +190.7% | -82.8% | +273.5% | +182.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 5y: compounded portfolio wealth divided by compounded IRE 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…
5y analysis · Full analysis span regression · 6 months rolling