+404.6%
VIAV vs JBL
+1,558.3%
-1,153.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.0% | -1.4% | +0.9% |
| 7D | +11.2% | +2.4% | +8.7% | +9.8% |
| 30D | -10.1% | -13.1% | +3.0% | -2.8% |
| 3M | -22.9% | -15.6% | -7.3% | -14.4% |
| 6M | +28.8% | +24.6% | +4.2% | +19.3% |
| YTD | +117.5% | +39.6% | +77.9% | +91.3% |
| 1Y | +216.1% | +48.6% | +167.5% | +168.7% |
| 3Y | +292.2% | +197.3% | +94.9% | +124.2% |
| 5Y | +141.0% | +413.0% | -272.0% | +1.0% |
| All | +404.6% | +1,558.3% | -1,153.8% | +23.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling