+21.9%
TRV vs VIAV
+44.4%
-22.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.4% |
| 7D | +0.2% | +13.6% | -13.4% | +1.0% |
| 30D | -2.3% | +5.3% | -7.7% | -1.9% |
| 3M | +22.7% | -15.6% | +38.3% | +22.1% |
| 6M | +21.9% | +34.0% | -12.0% | +26.0% |
| All | +21.9% | +44.4% | -22.5% | +26.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling