+290.8%
VIAV vs Z
-16.5%
+307.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.5% | -9.1% | -6.2% |
| 7D | +7.9% | +0.8% | +7.1% | +7.8% |
| 30D | -20.3% | +5.2% | -25.5% | -21.7% |
| 3M | -28.5% | -17.0% | -11.5% | -27.2% |
| 6M | -42.7% | -22.7% | -20.1% | -41.5% |
| YTD | +72.4% | -56.3% | +128.7% | +96.4% |
| 1Y | +81.5% | -57.7% | +139.1% | +107.7% |
| 3Y | +293.8% | -16.5% | +310.4% | +275.3% |
| 5Y | +101.4% | -53.4% | +154.8% | +106.1% |
| All | +290.8% | -16.5% | +307.3% | +184.3% |
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