+140.1%
VIAV vs PTC
-0.9%
+141.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.3% | +4.4% | +1.7% |
| 7D | +13.6% | -13.6% | +27.1% | +16.2% |
| 30D | +5.3% | -14.7% | +20.0% | +7.8% |
| 3M | -15.6% | -5.9% | -9.7% | -15.7% |
| 6M | +34.0% | -21.1% | +55.1% | +40.5% |
| YTD | +119.9% | -26.0% | +145.9% | +134.8% |
| 1Y | +235.2% | -36.8% | +272.0% | +278.6% |
| 3Y | +299.8% | -10.3% | +310.1% | +278.6% |
| 5Y | +140.1% | +1.2% | +138.9% | +106.2% |
| All | +140.1% | -0.9% | +141.0% | +106.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling