+97.4%
VIAV vs S
-56.8%
+154.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.6% |
| 7D | -4.6% | -7.7% | +3.1% | -3.5% |
| 30D | -10.4% | -5.3% | -5.1% | -10.0% |
| 3M | -34.5% | +20.3% | -54.8% | -36.6% |
| 6M | +7.0% | +47.4% | -40.4% | -0.7% |
| YTD | +95.6% | +32.5% | +63.1% | +83.9% |
| 1Y | +197.2% | +9.5% | +187.7% | +187.2% |
| 3Y | +232.0% | +15.5% | +216.5% | +206.6% |
| 5Y | +102.2% | -71.2% | +173.4% | +100.6% |
| All | +97.4% | -56.8% | +154.2% | +96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling