+295.4%
VIAV vs PTC
-8.0%
+303.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -5.5% | +16.7% | +11.0% |
| 7D | +11.3% | -12.8% | +24.1% | +11.2% |
| 30D | -1.0% | -9.8% | +8.8% | -1.1% |
| 3M | -20.5% | -2.1% | -18.4% | -20.1% |
| 6M | +39.0% | -18.1% | +57.1% | +44.6% |
| YTD | +117.5% | -23.5% | +141.0% | +130.1% |
| 1Y | +233.8% | -37.4% | +271.1% | +274.0% |
| 3Y | +295.4% | -7.2% | +302.6% | +246.3% |
| All | +295.4% | -8.0% | +303.4% | +246.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling