+3,239.6%
VIAV vs STZ
+4,634.6%
-1,395.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | +13.6% | -6.0% | +19.6% | +15.4% |
| 30D | +5.3% | -8.9% | +14.2% | +7.7% |
| 3M | -15.6% | -12.6% | -3.1% | -13.0% |
| 6M | +34.0% | -17.2% | +51.2% | +39.9% |
| YTD | +119.9% | -10.0% | +129.9% | +122.3% |
| 1Y | +235.2% | -14.3% | +249.5% | +243.2% |
| 3Y | +299.8% | -49.9% | +349.7% | +372.6% |
| 5Y | +140.1% | -38.2% | +178.3% | +163.9% |
| 10Y | +420.3% | -12.0% | +432.3% | +394.4% |
| All | +3,239.6% | +4,634.6% | -1,395.0% | +889.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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