+327.2%
SMH vs VIAV
+139.8%
+187.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.6% | -2.1% | +0.1% |
| 7D | +0.3% | +11.2% | -10.9% | -3.9% |
| 30D | -2.8% | -10.1% | +7.3% | +0.5% |
| 3M | -6.7% | -22.9% | +16.2% | +0.8% |
| 6M | +41.8% | +28.8% | +13.0% | +23.7% |
| YTD | +57.9% | +117.5% | -59.6% | +8.8% |
| 1Y | +87.6% | +216.1% | -128.4% | +8.1% |
| 3Y | +282.9% | +292.2% | -9.3% | +91.8% |
| All | +327.2% | +139.8% | +187.4% | +184.1% |
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