+140.1%
VIAV vs M
+22.2%
+117.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +1.9% |
| 7D | +13.6% | -4.1% | +17.6% | +14.3% |
| 30D | +5.3% | -13.6% | +18.9% | +7.9% |
| 3M | -15.6% | -2.3% | -13.3% | -15.6% |
| 6M | +34.0% | +21.9% | +12.1% | +28.7% |
| YTD | +119.9% | -0.6% | +120.5% | +117.7% |
| 1Y | +235.2% | +29.7% | +205.4% | +215.8% |
| 3Y | +299.8% | +107.3% | +192.5% | +231.6% |
| 5Y | +140.1% | +20.5% | +119.6% | +119.2% |
| All | +140.1% | +22.2% | +117.8% | +119.2% |
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