+132.6%
VIAV vs RVTY
-34.5%
+167.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.3% | -2.2% | -3.8% |
| 7D | +11.2% | -7.4% | +18.6% | +13.7% |
| 30D | -2.6% | +4.5% | -7.1% | -4.1% |
| 3M | -20.1% | +19.5% | -39.6% | -25.1% |
| 6M | +25.8% | +34.1% | -8.3% | +12.5% |
| YTD | +109.9% | +25.3% | +84.6% | +90.4% |
| 1Y | +214.3% | +47.0% | +167.3% | +167.5% |
| 3Y | +281.6% | +14.1% | +267.5% | +243.7% |
| 5Y | +132.6% | -34.6% | +167.2% | +141.5% |
| All | +132.6% | -34.5% | +167.1% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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