+172.7%
SLV vs VIAV
+136.9%
+35.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +2.1% |
| 7D | +2.8% | +13.6% | -10.8% | +0.9% |
| 30D | +2.2% | +5.3% | -3.1% | +1.2% |
| 3M | +2.9% | -15.6% | +18.5% | +4.3% |
| 6M | -22.4% | +34.0% | -56.4% | -25.7% |
| YTD | -5.7% | +119.9% | -125.6% | -15.5% |
| 1Y | +63.3% | +235.2% | -171.8% | +39.6% |
| 3Y | +189.0% | +299.8% | -110.8% | +139.2% |
| 5Y | +172.7% | +140.1% | +32.6% | +126.8% |
| All | +172.7% | +136.9% | +35.8% | +126.8% |
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