+110.8%
VIAV vs LII
+27.6%
+83.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.2% |
| 7D | -4.6% | -0.7% | -3.9% | -4.4% |
| 30D | -10.4% | -12.6% | +2.2% | -5.7% |
| 3M | -34.5% | -24.4% | -10.0% | -27.7% |
| 6M | +7.0% | -28.7% | +35.7% | +20.7% |
| YTD | +95.6% | -19.1% | +114.8% | +108.8% |
| 1Y | +197.2% | -29.7% | +226.9% | +233.6% |
| 3Y | +232.0% | +4.8% | +227.2% | +200.8% |
| All | +110.8% | +27.6% | +83.2% | +65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling