+179.7%
VIAV vs VTR
+1,484.0%
-1,304.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.7% | +1.3% |
| 7D | +13.6% | -2.9% | +16.5% | +14.6% |
| 30D | +5.3% | -2.8% | +8.1% | +6.2% |
| 3M | -15.6% | +9.0% | -24.6% | -18.7% |
| 6M | +34.0% | +5.0% | +29.0% | +30.3% |
| YTD | +119.9% | +16.9% | +102.9% | +106.3% |
| 1Y | +235.2% | +34.3% | +200.9% | +200.6% |
| 3Y | +299.8% | +131.6% | +168.2% | +193.8% |
| 5Y | +140.1% | +88.0% | +52.1% | +84.9% |
| 10Y | +420.3% | +97.8% | +322.5% | +250.1% |
| All | +179.7% | +1,484.0% | -1,304.3% | -2.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling