+323.1%
VIAV vs LII
+172.8%
+150.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.8% | +5.6% | +6.1% |
| 7D | +12.3% | -2.3% | +14.6% | +13.5% |
| 30D | -21.0% | -1.7% | -19.3% | -21.3% |
| 3M | -14.1% | -18.3% | +4.2% | -7.8% |
| 6M | -39.9% | -32.3% | -7.6% | -30.9% |
| YTD | +85.2% | -27.1% | +112.3% | +104.8% |
| 1Y | +84.3% | -27.2% | +111.4% | +104.0% |
| 3Y | +320.9% | -8.9% | +329.9% | +301.6% |
| 5Y | +117.5% | +19.7% | +97.9% | +76.4% |
| 10Y | +323.1% | +168.9% | +154.2% | +137.0% |
| All | +323.1% | +172.8% | +150.3% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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