+67.3%
VIAV vs URI
+7,134.6%
-7,067.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.0% | +3.1% |
| 7D | -4.6% | -2.0% | -2.6% | -3.9% |
| 30D | -10.4% | -12.9% | +2.6% | -5.5% |
| 3M | -34.5% | -6.7% | -27.8% | -32.7% |
| 6M | +7.0% | +19.0% | -12.0% | -0.4% |
| YTD | +95.6% | +25.5% | +70.1% | +74.7% |
| 1Y | +197.2% | +5.5% | +191.6% | +182.3% |
| 3Y | +232.0% | +111.3% | +120.7% | +133.6% |
| 5Y | +102.2% | +198.6% | -96.3% | +19.8% |
| 10Y | +344.6% | +1,179.9% | -835.3% | +31.8% |
| All | +67.3% | +7,134.6% | -7,067.3% | -86.7% |
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