+132.6%
VIAV vs IRM
+186.9%
-54.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.5% | -3.5% |
| 7D | +11.2% | -1.8% | +13.0% | +12.3% |
| 30D | -2.6% | -7.8% | +5.1% | +1.8% |
| 3M | -20.1% | -7.9% | -12.3% | -16.3% |
| 6M | +25.8% | +6.3% | +19.5% | +24.8% |
| YTD | +109.9% | +38.2% | +71.7% | +87.2% |
| 1Y | +214.3% | +19.8% | +194.5% | +196.0% |
| 3Y | +281.6% | +98.8% | +182.9% | +170.5% |
| 5Y | +132.6% | +191.8% | -59.2% | +38.5% |
| All | +132.6% | +186.9% | -54.3% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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