+75.3%
VIAV vs TROW
+17.3%
+58.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.0% | -8.2% | -3.9% |
| 7D | -14.7% | +8.2% | -23.0% | -16.7% |
| 30D | -37.4% | +8.3% | -45.7% | -38.8% |
| 3M | -27.1% | -1.6% | -25.6% | -26.7% |
| 6M | -44.0% | +11.9% | -55.9% | -48.3% |
| YTD | +64.9% | +14.3% | +50.5% | +44.7% |
| 1Y | +75.3% | +17.0% | +58.3% | +51.7% |
| All | +75.3% | +17.3% | +58.0% | +51.7% |
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