+387.0%
VIAV vs RACE
+832.2%
-445.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -5.1% |
| 7D | +11.2% | -2.2% | +13.4% | +12.0% |
| 30D | -2.6% | -0.4% | -2.2% | -2.7% |
| 3M | -20.1% | +17.9% | -38.0% | -26.0% |
| 6M | +25.8% | +19.3% | +6.6% | +15.0% |
| YTD | +109.9% | +11.9% | +98.0% | +95.3% |
| 1Y | +214.3% | -12.7% | +227.0% | +222.8% |
| 3Y | +281.6% | +41.1% | +240.5% | +199.5% |
| 5Y | +132.6% | +94.1% | +38.5% | +52.1% |
| All | +387.0% | +832.2% | -445.3% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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