+710.1%
VTV vs VIAV
+59.9%
+650.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | +0.2% |
| 7D | -2.1% | +11.2% | -13.3% | -4.3% |
| 30D | -1.3% | -2.6% | +1.3% | -1.5% |
| 3M | +5.6% | -20.1% | +25.8% | +8.2% |
| 6M | +12.4% | +25.8% | -13.5% | +3.1% |
| YTD | +17.6% | +109.9% | -92.2% | -4.4% |
| 1Y | +23.5% | +214.3% | -190.8% | -8.8% |
| 3Y | +67.0% | +281.6% | -214.6% | +15.0% |
| 5Y | +80.5% | +132.6% | -52.0% | +35.7% |
| 10Y | +230.6% | +396.7% | -166.1% | +106.0% |
| All | +710.1% | +59.9% | +650.2% | +303.0% |
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