+6,834.9%
VRTX vs VIAV
+2,964.2%
+3,870.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -3.0% |
| 7D | +0.8% | -4.6% | +5.4% | +1.8% |
| 30D | +12.6% | -10.4% | +23.0% | +14.5% |
| 3M | +23.6% | -34.5% | +58.1% | +32.5% |
| 6M | +14.3% | +7.0% | +7.3% | +6.4% |
| YTD | +20.5% | +95.6% | -75.2% | -4.6% |
| 1Y | +37.6% | +197.2% | -159.6% | -2.7% |
| 3Y | +55.5% | +232.0% | -176.5% | +3.2% |
| 5Y | +175.7% | +102.2% | +73.5% | +101.9% |
| 10Y | +474.2% | +344.6% | +129.6% | +231.8% |
| All | +6,834.9% | +2,964.2% | +3,870.7% | +2,201.1% |
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