+184.9%
VIAV vs ROIV
+298.2%
-113.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | +13.6% | +22.3% | -8.8% | +11.1% |
| 30D | +5.3% | +16.9% | -11.5% | +3.5% |
| 3M | -15.6% | +43.9% | -59.5% | -18.6% |
| 6M | +34.0% | +41.6% | -7.6% | +29.1% |
| YTD | +119.9% | +92.7% | +27.2% | +105.4% |
| 1Y | +235.2% | +210.2% | +25.0% | +200.5% |
| 3Y | +299.8% | +231.8% | +68.0% | +252.4% |
| 5Y | +140.1% | +319.8% | -179.7% | +97.1% |
| All | +184.9% | +298.2% | -113.2% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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