+70.1%
VT vs VIAV
+243.4%
-173.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.3% | -8.0% | -0.6% |
| 7D | -2.3% | -4.8% | +2.5% | -1.9% |
| 30D | -5.0% | -38.5% | +33.5% | -0.5% |
| 3M | -4.9% | -29.9% | +25.0% | -2.3% |
| 6M | -1.5% | -46.3% | +44.7% | +3.3% |
| YTD | +8.5% | +59.8% | -51.3% | -1.6% |
| 1Y | +11.4% | +62.3% | -50.9% | +0.6% |
| 3Y | +70.1% | +243.0% | -172.9% | +33.7% |
| All | +70.1% | +243.4% | -173.4% | +33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling