+317.4%
VIAV vs NTR
+98.7%
+218.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.1% | -3.9% |
| 7D | +11.2% | -2.5% | +13.7% | +12.0% |
| 30D | -2.6% | +17.0% | -19.6% | -7.0% |
| 3M | -20.1% | +22.2% | -42.3% | -25.0% |
| 6M | +25.8% | +5.2% | +20.7% | +22.6% |
| YTD | +109.9% | +29.7% | +80.2% | +90.8% |
| 1Y | +214.3% | +39.4% | +174.9% | +177.0% |
| 3Y | +281.6% | +38.2% | +243.4% | +230.0% |
| 5Y | +132.6% | +47.6% | +85.0% | +74.3% |
| All | +317.4% | +98.7% | +218.7% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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