+140.1%
VIAV vs S
-71.9%
+211.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.1% | +1.1% |
| 7D | +13.6% | -1.2% | +14.8% | +13.7% |
| 30D | +5.3% | -12.6% | +17.9% | +7.1% |
| 3M | -15.6% | +27.6% | -43.2% | -19.3% |
| 6M | +34.0% | +35.5% | -1.5% | +25.7% |
| YTD | +119.9% | +29.6% | +90.3% | +106.6% |
| 1Y | +235.2% | +8.1% | +227.0% | +223.8% |
| 3Y | +299.8% | +14.8% | +285.0% | +267.3% |
| 5Y | +140.1% | -70.6% | +210.6% | +142.7% |
| All | +140.1% | -71.9% | +211.9% | +142.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling