+82.7%
VIAV vs TMF
-29.9%
+112.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.0% | -1.8% |
| 7D | +23.7% | -8.2% | +31.9% | +22.6% |
| 30D | -21.2% | +5.3% | -26.5% | -21.9% |
| 3M | -24.5% | -8.5% | -16.0% | -23.3% |
| 6M | -39.1% | -17.2% | -21.9% | -36.4% |
| YTD | +82.6% | -23.4% | +106.0% | +88.6% |
| 1Y | +82.7% | -30.2% | +113.0% | +103.2% |
| All | +82.7% | -29.9% | +112.6% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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