+113.4%
VIAV vs URA
+28.3%
+85.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.4% | +0.1% |
| 7D | +23.7% | +4.5% | +19.3% | +22.0% |
| 30D | -21.2% | -13.4% | -7.7% | -16.1% |
| 3M | -24.5% | -28.4% | +3.9% | -14.0% |
| 6M | -39.1% | -40.5% | +1.4% | -26.3% |
| YTD | +82.6% | -24.3% | +106.9% | +105.5% |
| 1Y | +82.7% | -28.8% | +111.5% | +108.7% |
| 3Y | +315.1% | +37.6% | +277.4% | +279.8% |
| 5Y | +113.4% | +30.7% | +82.7% | +83.8% |
| All | +113.4% | +28.3% | +85.1% | +83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling