-30.9%
AMT vs VIAV
+136.9%
-167.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.2% |
| 7D | +1.5% | +13.6% | -12.1% | +0.8% |
| 30D | +3.7% | +5.3% | -1.6% | +3.3% |
| 3M | -7.2% | -15.6% | +8.4% | -6.7% |
| 6M | -4.2% | +34.0% | -38.2% | -8.0% |
| YTD | +1.9% | +119.9% | -118.0% | -8.1% |
| 1Y | -6.4% | +235.2% | -241.5% | -20.2% |
| 3Y | +7.7% | +299.8% | -292.1% | -13.2% |
| 5Y | -30.9% | +140.1% | -171.0% | -40.3% |
| All | -30.9% | +136.9% | -167.8% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 5y: compounded portfolio wealth divided by compounded VIAV 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…
5y analysis · Full analysis span regression · 6 months rolling