+410.2%
VIAV vs RBA
+198.1%
+212.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | +13.6% | -1.9% | +15.5% | +14.1% |
| 30D | +5.3% | -13.0% | +18.3% | +9.1% |
| 3M | -15.6% | -23.1% | +7.5% | -10.2% |
| 6M | +34.0% | -22.6% | +56.6% | +42.0% |
| YTD | +119.9% | -20.4% | +140.3% | +129.7% |
| 1Y | +235.2% | -29.6% | +264.7% | +263.5% |
| 3Y | +299.8% | +26.6% | +273.2% | +254.6% |
| 5Y | +140.1% | +38.2% | +101.9% | +100.6% |
| All | +410.2% | +198.1% | +212.0% | +202.3% |
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