+404.6%
VIAV vs BTI
+73.8%
+330.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.4% |
| 7D | +11.2% | -0.2% | +11.4% | +11.2% |
| 30D | -10.1% | -1.1% | -9.0% | -10.0% |
| 3M | -22.9% | -8.8% | -14.1% | -21.7% |
| 6M | +28.8% | -4.0% | +32.7% | +28.4% |
| YTD | +117.5% | +0.4% | +117.1% | +113.9% |
| 1Y | +216.1% | +1.9% | +214.1% | +209.3% |
| 3Y | +292.2% | +108.5% | +183.7% | +199.8% |
| 5Y | +141.0% | +118.5% | +22.5% | +78.0% |
| All | +404.6% | +73.8% | +330.8% | +262.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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