+124.8%
VGT vs VIAV
+293.0%
-168.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.4% | +0.5% |
| 7D | -0.2% | +11.2% | -11.3% | -2.3% |
| 30D | -0.4% | -10.1% | +9.7% | +1.3% |
| 3M | +4.4% | -22.9% | +27.3% | +8.2% |
| 6M | +32.1% | +28.8% | +3.3% | +22.3% |
| YTD | +28.8% | +117.5% | -88.7% | +5.3% |
| 1Y | +35.3% | +216.1% | -180.7% | +0.4% |
| 3Y | +124.8% | +292.2% | -167.4% | +51.8% |
| All | +124.8% | +293.0% | -168.2% | +51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling