+96.9%
VIAV vs VT
+57.0%
+39.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.2% |
| 7D | +7.9% | +2.4% | +5.6% | +5.1% |
| 30D | -20.3% | -1.5% | -18.8% | -17.7% |
| 3M | -28.5% | -4.1% | -24.4% | -23.4% |
| 6M | -42.7% | +0.6% | -43.3% | -41.3% |
| YTD | +72.4% | +11.0% | +61.4% | +59.6% |
| 1Y | +81.5% | +13.3% | +68.1% | +64.7% |
| 3Y | +293.8% | +73.4% | +220.5% | +131.3% |
| All | +96.9% | +57.0% | +39.9% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling