+132.6%
VIAV vs UL
+18.7%
+113.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.2% | -4.6% |
| 7D | +11.2% | -4.1% | +15.3% | +11.1% |
| 30D | -2.6% | -1.2% | -1.4% | -2.6% |
| 3M | -20.1% | +6.0% | -26.1% | -20.7% |
| 6M | +25.8% | -5.5% | +31.3% | +26.6% |
| YTD | +109.9% | -3.3% | +113.2% | +109.7% |
| 1Y | +214.3% | -9.8% | +224.1% | +217.1% |
| 3Y | +281.6% | +20.1% | +261.5% | +258.4% |
| 5Y | +132.6% | +19.2% | +113.4% | +113.7% |
| All | +132.6% | +18.7% | +113.9% | +113.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling