+295.4%
VIAV vs ROIV
+253.6%
+41.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +18.8% | -7.6% | +6.5% |
| 7D | +11.3% | +20.2% | -8.8% | +6.4% |
| 30D | -1.0% | +14.1% | -15.1% | -4.3% |
| 3M | -20.5% | +45.6% | -66.1% | -26.9% |
| 6M | +39.0% | +44.1% | -5.1% | +27.3% |
| YTD | +117.5% | +91.2% | +26.3% | +86.0% |
| 1Y | +233.8% | +221.3% | +12.5% | +155.1% |
| 3Y | +295.4% | +229.2% | +66.2% | +181.4% |
| All | +295.4% | +253.6% | +41.8% | +181.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling