+153.5%
VIAV vs ROIV
+232.7%
-79.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.1% | +3.5% |
| 7D | -4.6% | +0.6% | -5.2% | -4.7% |
| 30D | -10.4% | +1.0% | -11.3% | -10.5% |
| 3M | -34.5% | +18.3% | -52.8% | -35.5% |
| 6M | +7.0% | +18.3% | -11.4% | +5.1% |
| YTD | +95.6% | +61.0% | +34.7% | +86.3% |
| 1Y | +197.2% | +177.9% | +19.3% | +170.2% |
| 3Y | +232.0% | +199.1% | +32.9% | +197.2% |
| 5Y | +102.2% | +250.7% | -148.5% | +69.3% |
| All | +153.5% | +232.7% | -79.1% | +115.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling