+1,311.4%
AMT vs VIAV
+53.2%
+1,258.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.7% | -1.9% |
| 7D | -0.2% | -4.6% | +4.4% | +0.7% |
| 30D | +4.6% | -10.4% | +15.0% | +6.4% |
| 3M | -8.4% | -34.5% | +26.0% | -2.3% |
| 6M | -6.0% | +7.0% | -13.0% | -12.1% |
| YTD | +2.1% | +95.6% | -93.5% | -18.0% |
| 1Y | -6.4% | +197.2% | -203.6% | -32.5% |
| 3Y | +8.1% | +232.0% | -223.9% | -27.1% |
| 5Y | -31.9% | +102.2% | -134.1% | -49.4% |
| 10Y | +97.1% | +344.6% | -247.5% | +16.1% |
| All | +1,311.4% | +53.2% | +1,258.2% | +526.0% |
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