+430.2%
VIAV vs TRU
+225.6%
+204.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.5% |
| 7D | +11.2% | -9.4% | +20.6% | +14.4% |
| 30D | -2.6% | -4.1% | +1.5% | -2.0% |
| 3M | -20.1% | +13.6% | -33.7% | -25.6% |
| 6M | +25.8% | +3.6% | +22.3% | +19.9% |
| YTD | +109.9% | -9.8% | +119.7% | +108.0% |
| 1Y | +214.3% | -13.6% | +227.9% | +214.7% |
| 3Y | +281.6% | -2.0% | +283.6% | +243.2% |
| 5Y | +132.6% | -35.8% | +168.4% | +145.3% |
| 10Y | +396.7% | +142.9% | +253.8% | +206.4% |
| All | +430.2% | +225.6% | +204.6% | +201.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling