+404.6%
VIAV vs UUUU
+465.5%
-60.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.0% | +8.6% | +4.3% |
| 7D | +11.2% | -10.5% | +21.7% | +12.9% |
| 30D | -10.1% | -10.5% | +0.4% | -8.8% |
| 3M | -22.9% | -14.1% | -8.7% | -21.4% |
| 6M | +28.8% | -35.5% | +64.3% | +35.6% |
| YTD | +117.5% | -10.9% | +128.4% | +117.0% |
| 1Y | +216.1% | +3.4% | +212.7% | +204.2% |
| 3Y | +292.2% | +73.1% | +219.1% | +235.4% |
| 5Y | +141.0% | +87.1% | +53.8% | +92.7% |
| All | +404.6% | +465.5% | -60.9% | +200.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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