+16.9%
TPR vs VIAV
+200.0%
-183.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.0% | -0.7% |
| 7D | -2.7% | -4.6% | +1.9% | -2.3% |
| 30D | -23.3% | -10.4% | -12.9% | -22.9% |
| 3M | -12.8% | -34.5% | +21.7% | -9.7% |
| 6M | -21.7% | +7.0% | -28.7% | -24.8% |
| YTD | -3.9% | +95.6% | -99.5% | -13.2% |
| 1Y | +16.9% | +197.2% | -180.3% | -9.3% |
| All | +16.9% | +200.0% | -183.1% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling