+197.2%
VIAV vs VTR
+36.9%
+160.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.7% | +4.0% |
| 7D | -4.6% | -1.7% | -2.9% | -4.4% |
| 30D | -10.4% | -2.4% | -7.9% | -10.3% |
| 3M | -34.5% | +14.8% | -49.3% | -41.0% |
| 6M | +7.0% | +5.3% | +1.6% | +4.1% |
| YTD | +95.6% | +18.1% | +77.5% | +69.6% |
| 1Y | +197.2% | +36.7% | +160.5% | +112.8% |
| All | +197.2% | +36.9% | +160.3% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling