+323.1%
VIAV vs KEY
+107.2%
+215.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.5% | +5.9% | +6.2% |
| 7D | +12.3% | -0.5% | +12.8% | +12.7% |
| 30D | -21.0% | +6.7% | -27.7% | -22.8% |
| 3M | -14.1% | -4.6% | -9.5% | -12.7% |
| 6M | -39.9% | +2.6% | -42.5% | -40.5% |
| YTD | +85.2% | +7.0% | +78.2% | +81.0% |
| 1Y | +84.3% | +23.5% | +60.8% | +71.3% |
| 3Y | +320.9% | +126.4% | +194.5% | +212.4% |
| 5Y | +117.5% | +13.0% | +104.5% | +95.4% |
| 10Y | +323.1% | +99.5% | +223.6% | +187.8% |
| All | +323.1% | +107.2% | +215.9% | +187.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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