+1,213.2%
VIAV vs RMD
+35,656.8%
-34,443.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -3.2% | +14.4% | +12.1% |
| 7D | +11.3% | -4.5% | +15.8% | +12.7% |
| 30D | -1.0% | +4.6% | -5.6% | -2.7% |
| 3M | -20.5% | +14.8% | -35.3% | -24.7% |
| 6M | +39.0% | -12.1% | +51.1% | +41.8% |
| YTD | +117.5% | -7.5% | +124.9% | +118.0% |
| 1Y | +233.8% | -20.1% | +253.8% | +249.1% |
| 3Y | +295.4% | +53.9% | +241.5% | +227.0% |
| 5Y | +134.3% | -22.2% | +156.5% | +134.5% |
| 10Y | +398.7% | +268.2% | +130.5% | +198.5% |
| All | +1,213.2% | +35,656.8% | -34,443.6% | +329.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling