+916.4%
VRT vs VIAV
+128.3%
+788.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.5% | -1.1% | -3.3% |
| 7D | -7.7% | +11.2% | -18.9% | -12.8% |
| 30D | -12.0% | -2.6% | -9.3% | -11.7% |
| 3M | -11.7% | -20.1% | +8.4% | -2.7% |
| 6M | -8.1% | +25.8% | -33.9% | -21.4% |
| YTD | +53.2% | +109.9% | -56.7% | -3.6% |
| 1Y | +81.7% | +214.3% | -132.6% | -11.1% |
| 3Y | +535.3% | +281.6% | +253.6% | +170.5% |
| 5Y | +916.4% | +132.6% | +783.8% | +514.7% |
| All | +916.4% | +128.3% | +788.0% | +514.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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