+295.4%
VIAV vs URA
+121.0%
+174.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +3.1% | +8.0% | +10.0% |
| 7D | +11.3% | +8.1% | +3.2% | +8.1% |
| 30D | -1.0% | +5.8% | -6.8% | -3.0% |
| 3M | -20.5% | +3.4% | -24.0% | -21.6% |
| 6M | +39.0% | -2.6% | +41.6% | +40.1% |
| YTD | +117.5% | +11.2% | +106.3% | +111.3% |
| 1Y | +233.8% | +19.8% | +213.9% | +215.1% |
| 3Y | +295.4% | +121.5% | +174.0% | +210.9% |
| All | +295.4% | +121.0% | +174.4% | +210.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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