+33.3%
SHEL vs VIAV
+200.0%
-166.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.6% |
| 7D | +2.2% | -4.6% | +6.8% | +2.3% |
| 30D | +6.8% | -10.4% | +17.2% | +7.0% |
| 3M | +8.1% | -34.5% | +42.6% | +9.1% |
| 6M | +14.4% | +7.0% | +7.4% | +14.2% |
| YTD | +30.0% | +95.6% | -65.7% | +27.8% |
| 1Y | +33.3% | +197.2% | -163.9% | +32.2% |
| All | +33.3% | +200.0% | -166.7% | +32.2% |
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