-49.3%
TE vs VIAV
+139.8%
-189.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.6% | -3.0% | -1.5% |
| 7D | +0.2% | +11.2% | -10.9% | -5.9% |
| 30D | -5.9% | -10.1% | +4.2% | -0.6% |
| 3M | -45.6% | -22.9% | -22.7% | -37.3% |
| 6M | -43.4% | +28.8% | -72.1% | -53.9% |
| YTD | -31.0% | +117.5% | -148.4% | -61.4% |
| 1Y | +145.2% | +216.1% | -70.9% | +5.6% |
| 3Y | -24.1% | +292.2% | -316.3% | -72.8% |
| All | -49.3% | +139.8% | -189.1% | -73.5% |
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