+278.5%
VIAV vs UL
+19.9%
+258.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.2% | -4.9% |
| 7D | +11.2% | -4.1% | +15.3% | +10.0% |
| 30D | -2.6% | -1.2% | -1.4% | -2.8% |
| 3M | -20.1% | +6.0% | -26.1% | -19.2% |
| 6M | +25.8% | -5.5% | +31.3% | +26.7% |
| YTD | +109.9% | -3.3% | +113.2% | +110.1% |
| 1Y | +214.3% | -9.8% | +224.1% | +215.1% |
| All | +278.5% | +19.9% | +258.6% | +253.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 3y: compounded portfolio wealth divided by compounded UL 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…
3y analysis · Full analysis span regression · 6 months rolling