+203.3%
VIAV vs TRI
+499.2%
-295.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -3.9% |
| 7D | +11.2% | -14.4% | +25.6% | +19.7% |
| 30D | -2.6% | -8.1% | +5.5% | -0.4% |
| 3M | -20.1% | +17.5% | -37.7% | -32.4% |
| 6M | +25.8% | -5.0% | +30.8% | +15.5% |
| YTD | +109.9% | -24.7% | +134.6% | +115.3% |
| 1Y | +214.3% | -41.5% | +255.8% | +280.5% |
| 3Y | +281.6% | -20.3% | +302.0% | +254.0% |
| 5Y | +132.6% | -10.9% | +143.5% | +94.2% |
| 10Y | +396.7% | +190.6% | +206.1% | +59.6% |
| All | +203.3% | +499.2% | -295.9% | -59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling