+292.2%
VIAV vs TRU
-1.3%
+293.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.5% |
| 7D | +11.2% | -2.7% | +13.9% | +11.4% |
| 30D | -10.1% | -2.0% | -8.1% | -10.1% |
| 3M | -22.9% | +18.4% | -41.3% | -26.2% |
| 6M | +28.8% | +8.9% | +19.9% | +24.8% |
| YTD | +117.5% | -8.9% | +126.4% | +118.4% |
| 1Y | +216.1% | -15.9% | +231.9% | +223.4% |
| 3Y | +292.2% | -1.1% | +293.3% | +268.2% |
| All | +292.2% | -1.3% | +293.5% | +268.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 3y: compounded portfolio wealth divided by compounded TRU 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…
3y analysis · Full analysis span regression · 6 months rolling