+6.0%
DT vs VIAV
+279.3%
-273.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.5% | +6.2% | +1.6% |
| 7D | -2.5% | +11.2% | -13.8% | -2.6% |
| 30D | +3.5% | -2.6% | +6.1% | +3.4% |
| 3M | +26.7% | -20.1% | +46.8% | +26.8% |
| 6M | +36.1% | +25.8% | +10.3% | +31.0% |
| YTD | +18.6% | +109.9% | -91.2% | +7.1% |
| 1Y | +7.9% | +214.3% | -206.4% | -9.0% |
| All | +6.0% | +279.3% | -273.3% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling