+53.5%
VIAV vs URI
+7,982.2%
-7,928.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +6.9% | +5.5% | +9.7% |
| 7D | +15.0% | -4.0% | +19.1% | +17.2% |
| 30D | -29.7% | +6.8% | -36.4% | -31.2% |
| 3M | -18.3% | -2.8% | -15.5% | -17.0% |
| 6M | -37.6% | +20.9% | -58.4% | -41.7% |
| YTD | +79.5% | +40.2% | +39.2% | +54.2% |
| 1Y | +79.6% | +34.1% | +45.5% | +56.9% |
| 3Y | +310.0% | +164.1% | +145.9% | +166.5% |
| 5Y | +105.9% | +199.3% | -93.4% | +22.8% |
| 10Y | +309.0% | +1,218.8% | -909.9% | +21.5% |
| All | +53.5% | +7,982.2% | -7,928.7% | -88.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling