+2,673.6%
VIAV vs PTC
+737.3%
+1,936.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +23.7% | +0.8% | +22.9% | +23.4% |
| 30D | -21.2% | +1.2% | -22.4% | -21.5% |
| 3M | -24.5% | +32.6% | -57.1% | -34.4% |
| 6M | -39.1% | +36.1% | -75.1% | -48.8% |
| YTD | +82.6% | +12.7% | +70.0% | +62.4% |
| 1Y | +82.7% | +10.2% | +72.6% | +63.9% |
| 3Y | +315.1% | +29.4% | +285.6% | +241.4% |
| 5Y | +113.4% | +61.1% | +52.3% | +58.3% |
| 10Y | +317.2% | +317.1% | +0.1% | +100.4% |
| All | +2,673.6% | +737.3% | +1,936.3% | +605.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling