+216.1%
VIAV vs PTC
-36.4%
+252.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +4.3% |
| 7D | +11.2% | -7.3% | +18.4% | +8.0% |
| 30D | -10.1% | -11.6% | +1.5% | -13.9% |
| 3M | -22.9% | +10.5% | -33.3% | -18.7% |
| 6M | +28.8% | -17.8% | +46.6% | +32.8% |
| YTD | +117.5% | -24.9% | +142.4% | +130.5% |
| 1Y | +216.1% | -36.8% | +252.9% | +271.6% |
| All | +216.1% | -36.4% | +252.5% | +271.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling