+197.2%
VIAV vs TROW
+0.2%
+197.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.6% | +3.9% |
| 7D | -4.6% | -1.3% | -3.3% | -4.3% |
| 30D | -10.4% | -4.5% | -5.9% | -9.3% |
| 3M | -34.5% | +3.9% | -38.4% | -37.0% |
| 6M | +7.0% | +22.6% | -15.6% | -4.3% |
| YTD | +95.6% | +10.1% | +85.5% | +78.7% |
| 1Y | +197.2% | +3.6% | +193.6% | +172.3% |
| All | +197.2% | +0.2% | +197.0% | +172.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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