+404.6%
VIAV vs NI
+143.3%
+261.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +11.2% | 0.0% | +11.1% | +11.2% |
| 30D | -10.1% | -1.4% | -8.7% | -9.6% |
| 3M | -22.9% | -10.6% | -12.3% | -19.6% |
| 6M | +28.8% | -9.3% | +38.1% | +33.8% |
| YTD | +117.5% | +1.1% | +116.3% | +117.2% |
| 1Y | +216.1% | +3.4% | +212.7% | +212.8% |
| 3Y | +292.2% | +67.9% | +224.3% | +219.8% |
| 5Y | +141.0% | +98.0% | +43.0% | +82.7% |
| All | +404.6% | +143.3% | +261.3% | +281.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling