+139.6%
VIAV vs BTDR
+20.7%
+119.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.7% | -0.1% | +3.3% |
| 7D | +11.2% | -3.4% | +14.6% | +11.5% |
| 30D | -10.1% | +32.6% | -42.7% | -12.5% |
| 3M | -22.9% | -32.2% | +9.4% | -21.2% |
| 6M | +28.8% | +52.4% | -23.6% | +23.5% |
| YTD | +117.5% | +6.7% | +110.8% | +112.1% |
| 1Y | +216.1% | -15.2% | +231.3% | +209.1% |
| 3Y | +292.2% | +14.9% | +277.3% | +249.0% |
| All | +139.6% | +20.7% | +119.0% | +105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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