+75.3%
VIAV vs IWD
+33.0%
+42.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.6% | -4.8% | -7.1% |
| 7D | -14.7% | +2.5% | -17.3% | -18.9% |
| 30D | -37.4% | +6.0% | -43.3% | -44.5% |
| 3M | -27.1% | +3.8% | -30.9% | -33.2% |
| 6M | -44.0% | +16.3% | -60.4% | -62.1% |
| YTD | +64.9% | +27.5% | +37.4% | -7.5% |
| 1Y | +75.3% | +32.8% | +42.5% | -8.8% |
| All | +75.3% | +33.0% | +42.3% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling