+296.6%
VIAV vs RMD
+51.0%
+245.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.1% |
| 7D | +13.6% | -4.7% | +18.3% | +13.7% |
| 30D | +5.3% | +0.2% | +5.1% | +5.3% |
| 3M | -15.6% | +12.0% | -27.6% | -16.2% |
| 6M | +34.0% | -12.5% | +46.5% | +37.2% |
| YTD | +119.9% | -7.9% | +127.8% | +123.5% |
| 1Y | +235.2% | -20.4% | +255.5% | +247.4% |
| All | +296.6% | +51.0% | +245.5% | +243.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 3y: compounded portfolio wealth divided by compounded RMD 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…
3y analysis · Full analysis span regression · 6 months rolling