+689.8%
VIAV vs IRM
+9,897.4%
-9,207.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.7% | +11.8% | +11.4% |
| 7D | +11.3% | +1.6% | +9.7% | +10.5% |
| 30D | -1.0% | -4.2% | +3.2% | +1.0% |
| 3M | -20.5% | -5.4% | -15.1% | -18.4% |
| 6M | +39.0% | +12.0% | +27.0% | +34.4% |
| YTD | +117.5% | +42.0% | +75.4% | +91.1% |
| 1Y | +233.8% | +29.9% | +203.9% | +203.3% |
| 3Y | +295.4% | +104.4% | +191.1% | +192.1% |
| 5Y | +134.3% | +191.0% | -56.7% | +47.7% |
| 10Y | +398.7% | +417.1% | -18.4% | +136.8% |
| All | +689.8% | +9,897.4% | -9,207.6% | +72.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling