+302.0%
TRV vs VIAV
+419.4%
-117.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.6% | -1.5% | +1.6% |
| 7D | +1.9% | +11.2% | -9.2% | +0.4% |
| 30D | +1.7% | -10.1% | +11.8% | +2.8% |
| 3M | +23.9% | -22.9% | +46.8% | +26.8% |
| 6M | +26.3% | +28.8% | -2.5% | +16.0% |
| YTD | +30.8% | +117.5% | -86.6% | +7.0% |
| 1Y | +36.3% | +216.1% | -179.7% | +1.9% |
| 3Y | +145.0% | +292.2% | -147.2% | +68.3% |
| 5Y | +163.9% | +141.0% | +22.9% | +102.4% |
| All | +302.0% | +419.4% | -117.4% | +162.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling