+170.3%
VRTX vs VIAV
+139.8%
+30.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | 0.0% |
| 7D | -5.6% | +11.2% | -16.8% | -6.3% |
| 30D | -2.0% | -10.1% | +8.2% | -1.4% |
| 3M | +15.8% | -22.9% | +38.7% | +17.3% |
| 6M | +4.7% | +28.8% | -24.1% | -0.7% |
| YTD | +13.7% | +117.5% | -103.8% | -0.1% |
| 1Y | +29.7% | +216.1% | -186.4% | +7.3% |
| 3Y | +48.4% | +292.2% | -243.8% | +17.3% |
| All | +170.3% | +139.8% | +30.5% | +130.8% |
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