+4,770.1%
TGT vs VIAV
+3,187.5%
+1,582.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.5% | +3.4% | -0.5% |
| 7D | -5.0% | +11.2% | -16.3% | -6.5% |
| 30D | +3.0% | -2.6% | +5.6% | +2.9% |
| 3M | +22.6% | -20.1% | +42.7% | +24.4% |
| 6M | +31.2% | +25.8% | +5.4% | +23.6% |
| YTD | +63.7% | +109.9% | -46.2% | +42.2% |
| 1Y | +78.5% | +214.3% | -135.8% | +45.7% |
| 3Y | +40.5% | +281.6% | -241.1% | +10.3% |
| 5Y | -25.6% | +132.6% | -158.2% | -38.0% |
| 10Y | +204.7% | +396.7% | -192.0% | +124.8% |
| All | +4,770.1% | +3,187.5% | +1,582.7% | +2,339.5% |
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 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