+291.0%
VIAV vs NVT
+731.8%
-440.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.6% | -1.0% | +1.2% |
| 7D | +11.2% | +4.1% | +7.1% | +9.1% |
| 30D | -10.1% | -5.1% | -5.0% | -7.2% |
| 3M | -22.9% | -1.2% | -21.7% | -21.3% |
| 6M | +28.8% | +46.6% | -17.8% | +10.7% |
| YTD | +117.5% | +60.0% | +57.5% | +81.0% |
| 1Y | +216.1% | +70.8% | +145.3% | +154.9% |
| 3Y | +292.2% | +187.5% | +104.7% | +134.2% |
| 5Y | +141.0% | +426.1% | -285.2% | +3.4% |
| All | +291.0% | +731.8% | -440.8% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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