+103.3%
VIAV vs ROIV
+403.5%
-300.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.2% |
| 7D | +3.2% | +14.3% | -11.1% | +1.6% |
| 30D | -31.8% | +16.2% | -48.0% | -33.0% |
| 3M | -16.6% | +15.1% | -31.8% | -18.1% |
| 6M | -39.4% | +44.2% | -83.7% | -41.9% |
| YTD | +74.0% | +89.8% | -15.8% | +61.9% |
| 1Y | +70.8% | +94.6% | -23.8% | +58.4% |
| 3Y | +295.5% | +367.5% | -72.0% | +240.0% |
| 5Y | +103.3% | +421.4% | -318.0% | +58.6% |
| All | +103.3% | +403.5% | -300.2% | +58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling