+342.9%
VIAV vs VT
+222.7%
+120.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -4.6% | +0.4% | -5.0% | -5.1% |
| 30D | -10.4% | +1.0% | -11.4% | -11.3% |
| 3M | -34.5% | +2.4% | -36.9% | -35.5% |
| 6M | +7.0% | +12.0% | -5.0% | -4.2% |
| YTD | +95.6% | +15.3% | +80.3% | +69.9% |
| 1Y | +197.2% | +22.6% | +174.6% | +141.7% |
| 3Y | +232.0% | +74.7% | +157.3% | +82.9% |
| 5Y | +102.2% | +66.1% | +36.1% | +17.7% |
| All | +342.9% | +222.7% | +120.2% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling