-11.2%
SHOP vs VIAV
+224.3%
-235.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | +1.9% |
| 7D | -11.2% | +11.2% | -22.4% | -10.9% |
| 30D | -14.4% | -10.1% | -4.3% | -14.4% |
| 3M | +16.6% | -22.9% | +39.5% | +17.6% |
| 6M | -0.6% | +28.8% | -29.3% | -6.2% |
| YTD | -20.0% | +117.5% | -137.4% | -30.7% |
| 1Y | -11.2% | +216.1% | -227.3% | -35.4% |
| All | -11.2% | +224.3% | -235.5% | -35.4% |
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