+3,087.8%
VIAV vs JBL
+40,223.7%
-37,135.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.8% | -3.3% |
| 7D | +11.2% | -1.0% | +12.2% | +11.8% |
| 30D | -2.6% | -15.1% | +12.5% | +5.2% |
| 3M | -20.1% | -14.0% | -6.1% | -13.1% |
| 6M | +25.8% | +20.6% | +5.2% | +19.0% |
| YTD | +109.9% | +32.9% | +77.0% | +90.6% |
| 1Y | +214.3% | +40.5% | +173.8% | +177.3% |
| 3Y | +281.6% | +183.7% | +97.9% | +134.8% |
| 5Y | +132.6% | +388.3% | -255.8% | +10.9% |
| 10Y | +396.7% | +1,464.9% | -1,068.3% | +35.9% |
| All | +3,087.8% | +40,223.7% | -37,135.8% | +502.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling