+139.6%
VIAV vs TROW
-39.3%
+179.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +4.1% |
| 7D | +11.2% | -3.2% | +14.3% | +12.8% |
| 30D | -10.1% | -4.6% | -5.5% | -8.3% |
| 3M | -22.9% | -0.7% | -22.2% | -23.6% |
| 6M | +28.8% | +22.2% | +6.6% | +15.6% |
| YTD | +117.5% | +6.6% | +110.8% | +107.6% |
| 1Y | +216.1% | +5.8% | +210.2% | +201.9% |
| 3Y | +292.2% | +11.6% | +280.6% | +259.7% |
| All | +139.6% | -39.3% | +179.0% | +168.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling