-40.9%
SE vs VIAV
+200.0%
-240.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -0.9% |
| 7D | -6.1% | -4.6% | -1.5% | -6.0% |
| 30D | -2.5% | -10.4% | +7.9% | -2.4% |
| 3M | +21.7% | -34.5% | +56.2% | +22.7% |
| 6M | +27.0% | +7.0% | +20.0% | +23.7% |
| YTD | -12.1% | +95.6% | -107.8% | -18.0% |
| 1Y | -40.9% | +197.2% | -238.1% | -46.9% |
| All | -40.9% | +200.0% | -240.9% | -46.9% |
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 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