+113.4%
VIAV vs LTH
+120.9%
-7.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | -0.6% |
| 7D | +23.7% | -4.6% | +28.4% | +24.8% |
| 30D | -21.2% | +14.8% | -36.0% | -23.5% |
| 3M | -24.5% | +3.9% | -28.4% | -25.4% |
| 6M | -39.1% | +35.5% | -74.6% | -43.4% |
| YTD | +82.6% | +71.3% | +11.3% | +59.9% |
| 1Y | +82.7% | +75.7% | +7.0% | +59.1% |
| 3Y | +315.1% | +231.9% | +83.1% | +201.5% |
| 5Y | +113.4% | +130.5% | -17.1% | +51.3% |
| All | +113.4% | +120.9% | -7.5% | +51.3% |
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