+0.9%
SCHW vs VIAV
+73.2%
-72.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.2% | +6.8% | +4.6% |
| 7D | +5.2% | -14.7% | +19.9% | +5.0% |
| 30D | -4.7% | -37.4% | +32.7% | -5.2% |
| 3M | -11.9% | -27.1% | +15.2% | -12.1% |
| 6M | +2.7% | -44.0% | +46.8% | +2.6% |
| YTD | -5.6% | +64.9% | -70.5% | -14.1% |
| All | +0.9% | +73.2% | -72.3% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling