+404.6%
VIAV vs BTG
+159.3%
+245.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.6% |
| 7D | +11.2% | -3.8% | +14.9% | +11.6% |
| 30D | -10.1% | +3.6% | -13.8% | -10.6% |
| 3M | -22.9% | +32.0% | -54.9% | -25.7% |
| 6M | +28.8% | +3.4% | +25.4% | +27.2% |
| YTD | +117.5% | +20.8% | +96.7% | +110.7% |
| 1Y | +216.1% | +22.4% | +193.7% | +205.1% |
| 3Y | +292.2% | +91.7% | +200.5% | +257.9% |
| 5Y | +141.0% | +79.0% | +62.0% | +119.2% |
| All | +404.6% | +159.3% | +245.3% | +366.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling