+134.3%
VIAV vs RY
+140.3%
-6.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.8% | +11.9% | +11.7% |
| 7D | +11.3% | +2.7% | +8.6% | +9.0% |
| 30D | -1.0% | -1.0% | 0.0% | -0.1% |
| 3M | -20.5% | +7.6% | -28.2% | -24.3% |
| 6M | +39.0% | +29.5% | +9.5% | +17.2% |
| YTD | +117.5% | +24.2% | +93.3% | +88.8% |
| 1Y | +233.8% | +46.4% | +187.4% | +163.4% |
| 3Y | +295.4% | +159.4% | +136.0% | +117.0% |
| 5Y | +134.3% | +141.8% | -7.6% | +32.0% |
| All | +134.3% | +140.3% | -6.0% | +32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling