+404.6%
VIAV vs TRI
+196.2%
+208.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.4% |
| 7D | +11.2% | -7.9% | +19.0% | +12.2% |
| 30D | -10.1% | -4.5% | -5.6% | -10.1% |
| 3M | -22.9% | +22.1% | -45.0% | -28.0% |
| 6M | +28.8% | -2.8% | +31.6% | +26.5% |
| YTD | +117.5% | -23.4% | +140.9% | +130.5% |
| 1Y | +216.1% | -41.5% | +257.6% | +277.7% |
| 3Y | +292.2% | -19.2% | +311.4% | +284.1% |
| 5Y | +141.0% | -9.4% | +150.4% | +117.4% |
| All | +404.6% | +196.2% | +208.3% | +172.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling