+7,716.4%
TPR vs VIAV
-91.9%
+7,808.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.8% |
| 7D | -2.3% | -4.6% | +2.3% | -1.3% |
| 30D | -23.0% | -10.4% | -12.6% | -21.7% |
| 3M | -12.5% | -34.5% | +22.0% | -6.0% |
| 6M | -21.4% | +7.0% | -28.4% | -26.2% |
| YTD | -3.5% | +95.6% | -99.1% | -22.4% |
| 1Y | +17.4% | +197.2% | -179.8% | -15.4% |
| 3Y | +291.3% | +232.0% | +59.3% | +168.3% |
| 5Y | +241.9% | +102.2% | +139.7% | +160.6% |
| 10Y | +322.7% | +344.6% | -22.0% | +172.9% |
| All | +7,716.4% | -91.9% | +7,808.4% | +4,528.6% |
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 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