+404.6%
VIAV vs OMC
+34.2%
+370.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.8% |
| 7D | +11.2% | -4.4% | +15.5% | +12.6% |
| 30D | -10.1% | -7.6% | -2.5% | -8.2% |
| 3M | -22.9% | +4.5% | -27.4% | -25.4% |
| 6M | +28.8% | -0.3% | +29.0% | +26.2% |
| YTD | +117.5% | -0.1% | +117.6% | +110.4% |
| 1Y | +216.1% | +4.6% | +211.4% | +198.0% |
| 3Y | +292.2% | +10.5% | +281.7% | +255.0% |
| 5Y | +141.0% | +31.7% | +109.3% | +95.7% |
| All | +404.6% | +34.2% | +370.3% | +282.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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