+219.5%
VIAV vs JAAA
+29.4%
+190.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.5% |
| 7D | +11.2% | +0.1% | +11.1% | +11.1% |
| 30D | -10.1% | +0.5% | -10.6% | -10.5% |
| 3M | -22.9% | +1.3% | -24.1% | -23.8% |
| 6M | +28.8% | +2.8% | +26.0% | +25.6% |
| YTD | +117.5% | +3.3% | +114.2% | +111.6% |
| 1Y | +216.1% | +4.9% | +211.1% | +205.3% |
| 3Y | +292.2% | +19.0% | +273.2% | +296.5% |
| 5Y | +141.0% | +26.9% | +114.1% | +156.0% |
| All | +219.5% | +29.4% | +190.1% | +221.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling