+769.3%
VST vs VIAV
+103.0%
+666.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.1% | +2.6% |
| 7D | +8.9% | -4.6% | +13.5% | +10.1% |
| 30D | +6.2% | -10.4% | +16.6% | +8.4% |
| 3M | -2.7% | -34.5% | +31.8% | +5.8% |
| 6M | -8.4% | +7.0% | -15.3% | -13.3% |
| YTD | -7.2% | +95.6% | -102.8% | -26.7% |
| 1Y | -20.9% | +197.2% | -218.1% | -45.7% |
| 3Y | +384.0% | +232.0% | +152.0% | +216.4% |
| All | +769.3% | +103.0% | +666.3% | +523.2% |
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