+323.1%
VIAV vs URI
+1,246.1%
-923.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.2% | +2.3% | +4.9% |
| 7D | +12.3% | +2.6% | +9.7% | +11.7% |
| 30D | -21.0% | +9.1% | -30.0% | -23.1% |
| 3M | -14.1% | +1.0% | -15.0% | -14.0% |
| 6M | -39.9% | +23.3% | -63.3% | -43.9% |
| YTD | +85.2% | +43.3% | +41.9% | +60.1% |
| 1Y | +84.3% | +35.9% | +48.3% | +62.4% |
| 3Y | +320.9% | +158.6% | +162.3% | +182.2% |
| 5Y | +117.5% | +213.1% | -95.6% | +30.7% |
| 10Y | +323.1% | +1,213.1% | -890.0% | +47.4% |
| All | +323.1% | +1,246.1% | -923.0% | +47.4% |
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