+1,454.7%
AMT vs VIAV
+35.0%
+1,419.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.6% | +6.6% | +2.2% |
| 7D | +1.5% | +7.9% | -6.4% | -0.4% |
| 30D | +6.8% | -20.3% | +27.1% | +10.3% |
| 3M | +11.2% | -28.5% | +39.7% | +16.1% |
| 6M | +12.5% | -42.7% | +55.2% | +20.0% |
| YTD | +12.5% | +72.4% | -59.9% | -9.5% |
| 1Y | +10.1% | +81.5% | -71.3% | -12.7% |
| 3Y | +16.0% | +293.8% | -277.8% | -26.8% |
| 5Y | -17.2% | +101.4% | -118.6% | -39.9% |
| 10Y | +135.2% | +293.8% | -158.6% | +38.8% |
| All | +1,454.7% | +35.0% | +1,419.7% | +591.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling