+260.6%
VIAV vs VLTO
+56.3%
+204.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.2% | -3.0% |
| 7D | +3.2% | +1.6% | +1.6% | +3.1% |
| 30D | -31.8% | +22.0% | -53.7% | -32.8% |
| 3M | -16.6% | +21.9% | -38.5% | -18.0% |
| 6M | -39.4% | +36.5% | -76.0% | -42.9% |
| YTD | +74.0% | +19.0% | +55.0% | +73.7% |
| 1Y | +70.8% | +21.0% | +49.8% | +68.7% |
| 3Y | +295.5% | +69.9% | +225.7% | +238.3% |
| All | +260.6% | +56.3% | +204.3% | +220.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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