+3,724.1%
TRV vs VIAV
+3,187.5%
+536.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.5% | +5.1% | +1.1% |
| 7D | -1.5% | +11.2% | -12.7% | -2.8% |
| 30D | -1.8% | -2.6% | +0.8% | -1.9% |
| 3M | +21.6% | -20.1% | +41.7% | +23.2% |
| 6M | +22.5% | +25.8% | -3.4% | +16.1% |
| YTD | +28.1% | +109.9% | -81.7% | +13.3% |
| 1Y | +37.0% | +214.3% | -177.3% | +14.7% |
| 3Y | +141.9% | +281.6% | -139.7% | +94.1% |
| 5Y | +158.5% | +132.6% | +25.9% | +117.9% |
| 10Y | +297.5% | +396.7% | -99.1% | +202.8% |
| All | +3,724.1% | +3,187.5% | +536.7% | +2,183.7% |
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 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