+137.7%
VIAV vs BTDR
+23.3%
+114.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +1.3% |
| 7D | +13.6% | +14.8% | -1.2% | +12.1% |
| 30D | +5.3% | +41.8% | -36.5% | +2.0% |
| 3M | -15.6% | -29.2% | +13.6% | -14.1% |
| 6M | +34.0% | +66.2% | -32.2% | +27.7% |
| YTD | +119.9% | +10.0% | +109.9% | +113.8% |
| 1Y | +235.2% | -11.0% | +246.1% | +226.5% |
| 3Y | +299.8% | +6.9% | +292.9% | +255.5% |
| 5Y | +140.1% | +24.7% | +115.4% | +106.8% |
| All | +137.7% | +23.3% | +114.4% | +103.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling