+1,216.9%
VST vs VIAV
+378.2%
+838.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.1% | +2.5% |
| 7D | +8.9% | -4.6% | +13.5% | +10.2% |
| 30D | +6.2% | -10.4% | +16.6% | +8.6% |
| 3M | -2.7% | -34.5% | +31.8% | +6.9% |
| 6M | -8.4% | +7.0% | -15.3% | -13.9% |
| YTD | -7.2% | +95.6% | -102.8% | -28.4% |
| 1Y | -20.9% | +197.2% | -218.1% | -47.3% |
| 3Y | +384.0% | +232.0% | +152.0% | +205.7% |
| 5Y | +757.1% | +102.2% | +654.9% | +514.2% |
| All | +1,216.9% | +378.2% | +838.7% | +617.4% |
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