+942.2%
VTI vs VIAV
-29.6%
+971.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | +0.2% |
| 7D | -2.0% | +11.2% | -13.2% | -4.1% |
| 30D | -1.9% | -2.6% | +0.7% | -2.1% |
| 3M | +4.5% | -20.1% | +24.7% | +7.1% |
| 6M | +12.6% | +25.8% | -13.3% | +3.9% |
| YTD | +12.0% | +109.9% | -97.9% | -7.7% |
| 1Y | +17.3% | +214.3% | -196.9% | -11.5% |
| 3Y | +75.3% | +281.6% | -206.3% | +24.3% |
| 5Y | +74.0% | +132.6% | -58.6% | +34.4% |
| 10Y | +300.0% | +396.7% | -96.7% | +162.8% |
| All | +942.2% | -29.6% | +971.8% | +505.9% |
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