+290.8%
VIAV vs RBA
+207.2%
+83.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.5% | -5.8% |
| 7D | +7.9% | +1.7% | +6.2% | +7.5% |
| 30D | -20.3% | +8.3% | -28.7% | -22.2% |
| 3M | -28.5% | +10.5% | -39.1% | -30.9% |
| 6M | -42.7% | -5.9% | -36.9% | -42.8% |
| YTD | +72.4% | -6.9% | +79.3% | +71.7% |
| 1Y | +81.5% | -4.9% | +86.3% | +79.6% |
| 3Y | +293.8% | +64.5% | +229.4% | +223.2% |
| 5Y | +101.4% | +46.1% | +55.4% | +66.9% |
| All | +290.8% | +207.2% | +83.7% | +133.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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