+111.8%
VIAV vs S
-56.9%
+168.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -4.8% |
| 7D | +11.2% | +0.1% | +11.2% | +11.1% |
| 30D | -2.6% | -11.8% | +9.2% | -1.2% |
| 3M | -20.1% | +33.9% | -54.1% | -24.0% |
| 6M | +25.8% | +40.1% | -14.3% | +17.8% |
| YTD | +109.9% | +32.1% | +77.8% | +97.3% |
| 1Y | +214.3% | +11.0% | +203.2% | +202.9% |
| 3Y | +281.6% | +16.9% | +264.7% | +251.7% |
| 5Y | +132.6% | -68.9% | +201.5% | +130.4% |
| All | +111.8% | -56.9% | +168.7% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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