+2,723.0%
VRT vs VIAV
+244.8%
+2,478.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.7% | +0.7% | +2.5% |
| 7D | +9.1% | -4.6% | +13.7% | +11.6% |
| 30D | +0.9% | -10.4% | +11.3% | +5.6% |
| 3M | -13.4% | -34.5% | +21.1% | +5.2% |
| 6M | +11.7% | +7.0% | +4.7% | +4.1% |
| YTD | +73.2% | +95.6% | -22.4% | +15.6% |
| 1Y | +123.4% | +197.2% | -73.8% | +17.3% |
| 3Y | +606.2% | +232.0% | +374.2% | +240.6% |
| 5Y | +899.9% | +102.2% | +797.7% | +522.8% |
| All | +2,723.0% | +244.8% | +2,478.2% | +1,336.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling