+139.6%
VIAV vs DLTR
+30.4%
+109.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.6% |
| 7D | +11.2% | -10.1% | +21.2% | +11.9% |
| 30D | -10.1% | -8.1% | -2.0% | -9.7% |
| 3M | -22.9% | +2.9% | -25.7% | -23.5% |
| 6M | +28.8% | +4.3% | +24.4% | +27.3% |
| YTD | +117.5% | -3.9% | +121.4% | +116.4% |
| 1Y | +216.1% | +18.9% | +197.2% | +203.1% |
| 3Y | +292.2% | +1.9% | +290.3% | +287.7% |
| All | +139.6% | +30.4% | +109.3% | +135.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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