+63.7%
SE vs VIAV
+295.9%
-232.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.6% | +6.7% | +1.5% |
| 7D | -0.5% | +7.9% | -8.4% | -1.0% |
| 30D | -20.9% | -20.3% | -0.6% | -20.2% |
| 3M | -38.9% | -28.5% | -10.3% | -38.1% |
| 6M | -19.4% | -42.7% | +23.3% | -17.4% |
| YTD | -40.9% | +72.4% | -113.3% | -46.9% |
| 1Y | -46.2% | +81.5% | -127.6% | -52.0% |
| 3Y | +63.7% | +293.8% | -230.1% | +77.0% |
| All | +63.7% | +295.9% | -232.2% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling