+202.7%
VIAV vs AVTR
+3.6%
+199.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.9% | +9.3% | +10.7% |
| 7D | +11.3% | +7.4% | +3.9% | +9.4% |
| 30D | -1.0% | +12.2% | -13.2% | -3.7% |
| 3M | -20.5% | +57.4% | -77.9% | -30.2% |
| 6M | +39.0% | +86.7% | -47.7% | +15.5% |
| YTD | +117.5% | +33.1% | +84.4% | +97.4% |
| 1Y | +233.8% | +16.1% | +217.6% | +208.4% |
| 3Y | +295.4% | -24.6% | +320.0% | +301.5% |
| 5Y | +134.3% | -63.5% | +197.8% | +198.4% |
| All | +202.7% | +3.6% | +199.1% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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