+420.3%
VIAV vs RY
+372.5%
+47.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.2% | +1.9% |
| 7D | +13.6% | -0.5% | +14.1% | +13.8% |
| 30D | +5.3% | -1.9% | +7.2% | +7.0% |
| 3M | -15.6% | +5.1% | -20.8% | -18.5% |
| 6M | +34.0% | +28.2% | +5.8% | +12.2% |
| YTD | +119.9% | +22.9% | +97.0% | +90.4% |
| 1Y | +235.2% | +45.5% | +189.7% | +158.1% |
| 3Y | +299.8% | +156.7% | +143.1% | +101.6% |
| 5Y | +140.1% | +137.7% | +2.4% | +25.8% |
| 10Y | +420.3% | +375.5% | +44.8% | +63.1% |
| All | +420.3% | +372.5% | +47.8% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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