+387.0%
VIAV vs Z
-6.2%
+393.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.8% | -4.0% |
| 7D | +11.2% | -11.6% | +22.8% | +13.6% |
| 30D | -2.6% | -8.5% | +5.9% | -1.7% |
| 3M | -20.1% | -7.9% | -12.2% | -20.3% |
| 6M | +25.8% | -29.1% | +54.9% | +32.1% |
| YTD | +109.9% | -54.2% | +164.1% | +139.6% |
| 1Y | +214.3% | -63.5% | +277.8% | +275.4% |
| 3Y | +281.6% | -38.6% | +320.2% | +292.2% |
| 5Y | +132.6% | -66.0% | +198.6% | +152.8% |
| All | +387.0% | -6.2% | +393.2% | +256.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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