+134.3%
VIAV vs KEY
+39.4%
+94.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -1.8% | +12.9% | +11.8% |
| 7D | +11.3% | +2.7% | +8.6% | +10.2% |
| 30D | -1.0% | -3.2% | +2.2% | +0.1% |
| 3M | -20.5% | +1.0% | -21.5% | -20.8% |
| 6M | +39.0% | +11.9% | +27.1% | +34.1% |
| YTD | +117.5% | +8.7% | +108.7% | +112.0% |
| 1Y | +233.8% | +18.5% | +215.3% | +216.5% |
| 3Y | +295.4% | +124.0% | +171.5% | +210.3% |
| 5Y | +134.3% | +40.8% | +93.5% | +101.5% |
| All | +134.3% | +39.4% | +94.9% | +101.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling