+75.0%
VTI vs VIAV
+139.8%
-64.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | +0.3% |
| 7D | -0.9% | +11.2% | -12.1% | -2.7% |
| 30D | -1.4% | -10.1% | +8.7% | -0.1% |
| 3M | +3.6% | -22.9% | +26.5% | +6.6% |
| 6M | +13.6% | +28.8% | -15.2% | +4.4% |
| YTD | +12.9% | +117.5% | -104.5% | -8.7% |
| 1Y | +17.2% | +216.1% | -198.8% | -14.2% |
| 3Y | +75.7% | +292.2% | -216.5% | +18.4% |
| All | +75.0% | +139.8% | -64.7% | +38.3% |
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