+243.0%
VIAV vs VT
+69.7%
+173.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.2% | +8.0% | +7.9% |
| 7D | -4.8% | -2.3% | -2.5% | -0.9% |
| 30D | -38.5% | -5.0% | -33.5% | -32.6% |
| 3M | -29.9% | -4.9% | -25.0% | -23.0% |
| 6M | -46.3% | -1.5% | -44.7% | -43.0% |
| YTD | +59.8% | +8.5% | +51.3% | +51.4% |
| 1Y | +62.3% | +11.4% | +50.9% | +49.8% |
| 3Y | +243.0% | +70.1% | +172.9% | +65.0% |
| All | +243.0% | +69.7% | +173.3% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling