+3,239.6%
VIAV vs IT
+4,265.1%
-1,025.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.7% |
| 7D | +13.6% | -9.1% | +22.7% | +16.8% |
| 30D | +5.3% | -12.2% | +17.5% | +8.8% |
| 3M | -15.6% | +7.8% | -23.4% | -22.2% |
| 6M | +34.0% | +2.0% | +32.0% | +22.6% |
| YTD | +119.9% | -32.7% | +152.6% | +130.2% |
| 1Y | +235.2% | -31.1% | +266.3% | +244.4% |
| 3Y | +299.8% | -52.1% | +351.9% | +355.2% |
| 5Y | +140.1% | -46.3% | +186.4% | +156.7% |
| 10Y | +420.3% | +91.4% | +329.0% | +216.9% |
| All | +3,239.6% | +4,265.1% | -1,025.5% | +594.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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