+89.9%
SLV vs VIAV
+101.3%
-11.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.6% | +3.4% | -1.4% |
| 7D | -5.8% | +7.9% | -13.7% | -6.9% |
| 30D | -12.1% | -20.3% | +8.2% | -9.7% |
| 3M | -24.1% | -28.5% | +4.4% | -21.2% |
| 6M | -44.4% | -42.7% | -1.7% | -41.0% |
| YTD | -31.5% | +72.4% | -103.9% | -37.1% |
| 1Y | -6.9% | +81.5% | -88.4% | -15.1% |
| 3Y | +116.0% | +293.8% | -177.8% | +79.0% |
| All | +89.9% | +101.3% | -11.4% | +58.3% |
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