+134.3%
VIAV vs RACE
+92.4%
+41.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -1.0% | +12.1% | +11.4% |
| 7D | +11.3% | -1.0% | +12.4% | +11.6% |
| 30D | -1.0% | -1.5% | +0.5% | -0.7% |
| 3M | -20.5% | +15.5% | -36.0% | -24.3% |
| 6M | +39.0% | +17.3% | +21.7% | +30.9% |
| YTD | +117.5% | +11.1% | +106.3% | +107.1% |
| 1Y | +233.8% | -14.3% | +248.0% | +246.9% |
| 3Y | +295.4% | +40.2% | +255.2% | +217.4% |
| 5Y | +134.3% | +92.6% | +41.7% | +52.8% |
| All | +134.3% | +92.4% | +41.8% | +52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling