+43.3%
SHEL vs VIAV
+72.0%
-28.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -2.2% |
| 7D | -3.2% | -14.7% | +11.6% | -3.0% |
| 30D | +5.5% | -37.4% | +42.9% | +6.4% |
| 3M | +14.4% | -27.1% | +41.5% | +14.6% |
| 6M | +16.2% | -44.0% | +60.2% | +17.3% |
| YTD | +42.4% | +64.9% | -22.4% | +35.1% |
| 1Y | +43.3% | +75.3% | -32.0% | +35.0% |
| All | +43.3% | +72.0% | -28.7% | +35.0% |
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 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