+154.4%
TRV vs VIAV
+131.4%
+22.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.1% | +0.7% |
| 7D | -1.5% | +11.2% | -12.7% | -1.8% |
| 30D | -1.8% | -2.6% | +0.8% | -1.8% |
| 3M | +21.6% | -20.1% | +41.7% | +22.1% |
| 6M | +22.5% | +25.8% | -3.4% | +19.2% |
| YTD | +28.1% | +109.9% | -81.7% | +19.9% |
| 1Y | +37.0% | +214.3% | -177.3% | +23.6% |
| 3Y | +141.9% | +281.6% | -139.7% | +111.8% |
| All | +154.4% | +131.4% | +22.9% | +133.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling