-78.0%
SE vs VIAV
+101.3%
-179.3%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.6% | +6.7% | +2.4% |
| 7D | -0.5% | +7.9% | -8.4% | -2.5% |
| 30D | -20.9% | -20.3% | -0.6% | -17.7% |
| 3M | -38.9% | -28.5% | -10.3% | -35.7% |
| 6M | -19.4% | -42.7% | +23.3% | -12.2% |
| YTD | -40.9% | +72.4% | -113.3% | -59.6% |
| 1Y | -46.2% | +81.5% | -127.6% | -64.2% |
| 3Y | +63.7% | +293.8% | -230.1% | -37.5% |
| All | -78.0% | +101.3% | -179.3% | -81.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling