+136.7%
VIAV vs ROIV
+280.9%
-144.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.1% | -0.9% |
| 7D | +23.7% | +9.2% | +14.5% | +22.5% |
| 30D | -21.2% | +19.9% | -41.1% | -22.7% |
| 3M | -24.5% | +10.6% | -35.1% | -25.4% |
| 6M | -39.1% | +36.1% | -75.1% | -41.0% |
| YTD | +82.6% | +84.3% | -1.7% | +71.3% |
| 1Y | +82.7% | +87.6% | -4.9% | +71.0% |
| 3Y | +315.1% | +353.9% | -38.9% | +261.9% |
| 5Y | +113.4% | +376.1% | -262.7% | +71.8% |
| All | +136.7% | +280.9% | -144.2% | +97.9% |
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