+262.4%
VIAV vs REPL
-17.3%
+279.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -8.4% | +3.8% | -4.1% |
| 7D | +11.2% | -13.4% | +24.6% | +12.0% |
| 30D | -2.6% | -3.0% | +0.4% | -2.5% |
| 3M | -20.1% | +56.3% | -76.4% | -23.4% |
| 6M | +25.8% | +60.9% | -35.0% | +15.7% |
| YTD | +109.9% | +36.2% | +73.7% | +94.1% |
| 1Y | +214.3% | +121.0% | +93.3% | +173.4% |
| 3Y | +281.6% | -32.8% | +314.5% | +217.6% |
| 5Y | +132.6% | -58.7% | +191.2% | +97.2% |
| All | +262.4% | -17.3% | +279.7% | +143.1% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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