+96.9%
VIAV vs M
-3.3%
+100.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.5% | -7.1% | -5.9% |
| 7D | +7.9% | +7.0% | +0.9% | +6.6% |
| 30D | -20.3% | +8.9% | -29.2% | -21.8% |
| 3M | -28.5% | +4.5% | -33.0% | -29.5% |
| 6M | -42.7% | +36.2% | -78.9% | -46.5% |
| YTD | +72.4% | +15.1% | +57.3% | +65.2% |
| 1Y | +81.5% | +27.4% | +54.0% | +70.3% |
| 3Y | +293.8% | +160.1% | +133.7% | +206.3% |
| All | +96.9% | -3.3% | +100.2% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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