+96.9%
VIAV vs TECH
-41.0%
+137.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.6% | -5.6% |
| 7D | +7.9% | +0.1% | +7.8% | +7.9% |
| 30D | -20.3% | +0.5% | -20.8% | -20.4% |
| 3M | -28.5% | +1.1% | -29.6% | -28.8% |
| 6M | -42.7% | +62.8% | -105.6% | -50.8% |
| YTD | +72.4% | +24.5% | +47.9% | +57.6% |
| 1Y | +81.5% | +20.6% | +60.8% | +67.5% |
| 3Y | +293.8% | +29.5% | +264.4% | +235.4% |
| All | +96.9% | -41.0% | +137.9% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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