+66.6%
VT vs VIAV
+103.0%
-36.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.6% |
| 7D | +0.4% | -4.6% | +5.0% | +1.1% |
| 30D | +1.0% | -10.4% | +11.4% | +2.2% |
| 3M | +2.4% | -34.5% | +36.9% | +7.9% |
| 6M | +12.0% | +7.0% | +5.0% | +7.1% |
| YTD | +15.3% | +95.6% | -80.3% | -2.7% |
| 1Y | +22.6% | +197.2% | -174.6% | -6.2% |
| 3Y | +74.7% | +232.0% | -157.3% | +27.5% |
| All | +66.6% | +103.0% | -36.4% | +38.7% |
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 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