+349.1%
VT vs VIAV
+323.1%
+26.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.3% | -8.0% | -1.7% |
| 7D | -2.3% | -4.8% | +2.5% | -1.5% |
| 30D | -5.0% | -38.5% | +33.5% | +5.3% |
| 3M | -4.9% | -29.9% | +25.0% | +0.8% |
| 6M | -1.5% | -46.3% | +44.7% | +9.0% |
| YTD | +8.5% | +59.8% | -51.3% | -11.8% |
| 1Y | +11.4% | +62.3% | -50.9% | -10.0% |
| 3Y | +70.1% | +243.0% | -172.9% | +8.0% |
| 5Y | +53.7% | +80.3% | -26.6% | +13.7% |
| 10Y | +220.0% | +290.0% | -70.0% | +85.9% |
| All | +349.1% | +323.1% | +26.0% | +94.7% |
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 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