+75.3%
VIAV vs JBL
+20.8%
+54.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.8% | +2.6% | +2.9% |
| 7D | -14.7% | -11.1% | -3.6% | -3.1% |
| 30D | -37.4% | -14.1% | -23.3% | -26.0% |
| 3M | -27.1% | -23.9% | -3.2% | -2.2% |
| 6M | -44.0% | -24.1% | -19.9% | -23.4% |
| YTD | +64.9% | +13.5% | +51.4% | +62.3% |
| 1Y | +75.3% | +23.7% | +51.6% | +63.2% |
| All | +75.3% | +20.8% | +54.5% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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