+124.3%
TDG vs VIAV
+139.8%
-15.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.4% | +0.8% |
| 7D | -1.9% | +11.2% | -13.0% | -3.2% |
| 30D | -7.7% | -10.1% | +2.4% | -6.8% |
| 3M | -9.3% | -22.9% | +13.5% | -7.4% |
| 6M | -9.4% | +28.8% | -38.2% | -16.3% |
| YTD | -14.3% | +117.5% | -131.7% | -29.2% |
| 1Y | -11.8% | +216.1% | -227.9% | -33.5% |
| 3Y | +52.0% | +292.2% | -240.2% | +5.7% |
| All | +124.3% | +139.8% | -15.5% | +80.6% |
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