+420.3%
VIAV vs LII
+163.1%
+257.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.6% | +2.1% |
| 7D | +13.6% | +0.5% | +13.1% | +13.2% |
| 30D | +5.3% | -11.2% | +16.5% | +10.4% |
| 3M | -15.6% | -28.8% | +13.2% | -3.9% |
| 6M | +34.0% | -26.9% | +60.9% | +50.8% |
| YTD | +119.9% | -22.2% | +142.1% | +139.3% |
| 1Y | +235.2% | -32.0% | +267.1% | +285.3% |
| 3Y | +299.8% | -0.4% | +300.2% | +270.6% |
| 5Y | +140.1% | +22.4% | +117.6% | +95.6% |
| 10Y | +420.3% | +171.4% | +248.9% | +190.8% |
| All | +420.3% | +163.1% | +257.2% | +190.8% |
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