+145.0%
TT vs VIAV
+132.3%
+12.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.2% | -11.6% | -2.8% |
| 7D | +1.6% | +11.3% | -9.7% | -1.0% |
| 30D | -7.3% | -1.0% | -6.3% | -7.7% |
| 3M | -2.6% | -20.5% | +17.9% | +0.7% |
| 6M | +5.9% | +39.0% | -33.1% | -5.7% |
| YTD | +15.4% | +117.5% | -102.0% | -9.0% |
| 1Y | +8.2% | +233.8% | -225.5% | -23.6% |
| 3Y | +122.7% | +295.4% | -172.8% | +46.9% |
| 5Y | +145.0% | +134.3% | +10.7% | +85.3% |
| All | +145.0% | +132.3% | +12.6% | +85.3% |
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