+139.6%
VIAV vs PBR
+552.2%
-412.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.8% | +4.5% | +3.7% |
| 7D | +11.2% | +5.4% | +5.8% | +10.4% |
| 30D | -10.1% | +22.9% | -33.0% | -12.5% |
| 3M | -22.9% | +19.6% | -42.5% | -24.7% |
| 6M | +28.8% | +16.5% | +12.3% | +25.9% |
| YTD | +117.5% | +86.7% | +30.8% | +101.9% |
| 1Y | +216.1% | +74.7% | +141.4% | +195.0% |
| 3Y | +292.2% | +102.6% | +189.6% | +257.5% |
| All | +139.6% | +552.2% | -412.5% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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