-5.8%
SLB vs VIAV
+419.4%
-425.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | -0.9% |
| 7D | -2.5% | +11.2% | -13.7% | -5.5% |
| 30D | +7.1% | -10.1% | +17.2% | +9.5% |
| 3M | +0.6% | -22.9% | +23.5% | +5.4% |
| 6M | +17.6% | +28.8% | -11.2% | +3.0% |
| YTD | +48.5% | +117.5% | -69.0% | +6.6% |
| 1Y | +59.4% | +216.1% | -156.7% | -1.6% |
| 3Y | -0.4% | +292.2% | -292.6% | -46.1% |
| 5Y | +133.8% | +141.0% | -7.2% | +49.1% |
| All | -5.8% | +419.4% | -425.2% | -51.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling