+337.9%
VIAV vs VT
+346.0%
-8.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.2% | +8.0% | +8.0% |
| 7D | -4.8% | -2.3% | -2.5% | -1.7% |
| 30D | -38.5% | -5.0% | -33.5% | -33.6% |
| 3M | -29.9% | -4.9% | -25.0% | -24.2% |
| 6M | -46.3% | -1.5% | -44.7% | -43.7% |
| YTD | +59.8% | +8.5% | +51.3% | +49.9% |
| 1Y | +62.3% | +11.4% | +50.9% | +47.8% |
| 3Y | +243.0% | +70.1% | +172.9% | +84.1% |
| 5Y | +80.3% | +53.7% | +26.6% | +8.9% |
| 10Y | +290.0% | +220.0% | +70.0% | -8.4% |
| All | +337.9% | +346.0% | -8.1% | -35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling