+378.2%
VIAV vs QSR
+203.9%
+174.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.9% | -4.3% |
| 7D | +11.2% | -4.7% | +15.9% | +13.0% |
| 30D | -2.6% | +4.3% | -6.9% | -4.3% |
| 3M | -20.1% | +5.4% | -25.6% | -22.5% |
| 6M | +25.8% | +8.2% | +17.7% | +20.5% |
| YTD | +109.9% | +14.1% | +95.7% | +95.7% |
| 1Y | +214.3% | +28.1% | +186.2% | +179.5% |
| 3Y | +281.6% | +25.3% | +256.4% | +237.2% |
| 5Y | +132.6% | +40.4% | +92.2% | +93.6% |
| 10Y | +396.7% | +132.4% | +264.3% | +229.1% |
| All | +378.2% | +203.9% | +174.3% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 all: compounded portfolio wealth divided by compounded QSR 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…
all analysis · Full analysis span regression · 6 months rolling