+162.9%
RTX vs VIAV
+136.9%
+26.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.7% |
| 7D | -1.6% | +13.6% | -15.2% | -2.7% |
| 30D | -11.6% | +5.3% | -16.9% | -12.2% |
| 3M | +9.2% | -15.6% | +24.8% | +9.7% |
| 6M | -4.4% | +34.0% | -38.4% | -10.0% |
| YTD | +8.9% | +119.9% | -111.0% | -4.4% |
| 1Y | +32.1% | +235.2% | -203.0% | +9.1% |
| 3Y | +151.2% | +299.8% | -148.6% | +98.8% |
| 5Y | +162.9% | +140.1% | +22.8% | +127.2% |
| All | +162.9% | +136.9% | +26.0% | +127.2% |
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 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