+119.9%
XRT vs VIAV
+401.3%
-281.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.5% | +3.7% | +0.4% |
| 7D | -3.6% | +11.2% | -14.8% | -6.5% |
| 30D | -6.7% | -2.6% | -4.1% | -7.1% |
| 3M | -1.4% | -20.1% | +18.7% | +1.4% |
| 6M | +1.7% | +25.8% | -24.1% | -12.2% |
| YTD | -1.5% | +109.9% | -111.3% | -30.7% |
| 1Y | -2.5% | +214.3% | -216.8% | -42.1% |
| 3Y | +39.9% | +281.6% | -241.7% | -26.9% |
| 5Y | -2.6% | +132.6% | -135.2% | -38.6% |
| All | +119.9% | +401.3% | -281.4% | +7.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling