+420.3%
VIAV vs URI
+1,196.9%
-776.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.7% |
| 7D | +13.6% | +5.0% | +8.6% | +11.7% |
| 30D | +5.3% | -9.4% | +14.7% | +9.1% |
| 3M | -15.6% | -5.8% | -9.8% | -13.7% |
| 6M | +34.0% | +25.8% | +8.2% | +23.4% |
| YTD | +119.9% | +27.9% | +92.0% | +97.4% |
| 1Y | +235.2% | +9.7% | +225.4% | +216.8% |
| 3Y | +299.8% | +128.0% | +171.8% | +180.2% |
| 5Y | +140.1% | +212.4% | -72.3% | +44.4% |
| 10Y | +420.3% | +1,271.8% | -851.5% | +73.1% |
| All | +420.3% | +1,196.9% | -776.6% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling