+153.6%
VIAV vs LTH
+152.0%
+1.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.4% |
| 7D | +13.6% | -4.0% | +17.6% | +14.4% |
| 30D | +5.3% | -1.7% | +7.0% | +5.6% |
| 3M | -15.6% | +28.0% | -43.6% | -20.5% |
| 6M | +34.0% | +54.1% | -20.1% | +21.0% |
| YTD | +119.9% | +57.1% | +62.8% | +97.0% |
| 1Y | +235.2% | +45.8% | +189.4% | +204.5% |
| 3Y | +299.8% | +157.6% | +142.2% | +208.4% |
| All | +153.6% | +152.0% | +1.6% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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