+82.7%
VIAV vs LII
-28.0%
+110.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | +23.7% | -0.2% | +23.9% | +23.8% |
| 30D | -21.2% | -0.6% | -20.6% | -22.0% |
| 3M | -24.5% | -17.0% | -7.5% | -19.7% |
| 6M | -39.1% | -31.1% | -7.9% | -30.7% |
| YTD | +82.6% | -27.7% | +110.3% | +93.5% |
| 1Y | +82.7% | -26.2% | +108.9% | +93.1% |
| All | +82.7% | -28.0% | +110.7% | +93.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling