+404.6%
VIAV vs ITOT
+303.4%
+101.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +2.7% |
| 7D | +11.2% | -0.9% | +12.1% | +12.3% |
| 30D | -10.1% | -1.5% | -8.7% | -8.6% |
| 3M | -22.9% | +3.6% | -26.4% | -25.4% |
| 6M | +28.8% | +13.7% | +15.1% | +13.7% |
| YTD | +117.5% | +12.9% | +104.5% | +94.3% |
| 1Y | +216.1% | +17.2% | +198.9% | +172.0% |
| 3Y | +292.2% | +75.6% | +216.6% | +120.6% |
| 5Y | +141.0% | +75.5% | +65.5% | +35.1% |
| All | +404.6% | +303.4% | +101.1% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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