+74.0%
VIAV vs S
-51.7%
+125.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.5% |
| 7D | +7.9% | +2.0% | +5.9% | +7.7% |
| 30D | -20.3% | -2.7% | -17.6% | -19.8% |
| 3M | -28.5% | -6.9% | -21.7% | -28.0% |
| 6M | -42.7% | +38.1% | -80.8% | -45.8% |
| YTD | +72.4% | +48.0% | +24.4% | +59.5% |
| 1Y | +81.5% | +34.5% | +47.0% | +70.0% |
| 3Y | +293.8% | +38.3% | +255.5% | +254.5% |
| 5Y | +101.4% | -70.9% | +172.3% | +98.1% |
| All | +74.0% | -51.7% | +125.7% | +70.6% |
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