+36.3%
TRV vs VIAV
+224.3%
-187.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.6% | -1.5% | +2.2% |
| 7D | +1.9% | +11.2% | -9.2% | +2.3% |
| 30D | +1.7% | -10.1% | +11.8% | +1.5% |
| 3M | +23.9% | -22.9% | +46.8% | +23.5% |
| 6M | +26.3% | +28.8% | -2.5% | +26.1% |
| YTD | +30.8% | +117.5% | -86.6% | +30.0% |
| 1Y | +36.3% | +216.1% | -179.7% | +32.7% |
| All | +36.3% | +224.3% | -187.9% | +32.7% |
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