+314.0%
VIAV vs URI
+1,189.9%
-875.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.0% |
| 7D | +23.7% | +9.3% | +14.4% | +20.2% |
| 30D | -21.2% | +7.6% | -28.8% | -23.0% |
| 3M | -24.5% | +1.0% | -25.6% | -24.4% |
| 6M | -39.1% | +19.8% | -58.9% | -42.5% |
| YTD | +82.6% | +41.9% | +40.8% | +58.5% |
| 1Y | +82.7% | +33.4% | +49.3% | +62.1% |
| 3Y | +315.1% | +156.0% | +159.0% | +179.2% |
| 5Y | +113.4% | +209.5% | -96.2% | +28.7% |
| All | +314.0% | +1,189.9% | -875.9% | +44.3% |
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