+1,270.6%
SMH vs VIAV
-92.0%
+1,362.6%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | +4.3% | +13.6% | -9.2% | -0.5% |
| 30D | +0.9% | +5.3% | -4.5% | -1.8% |
| 3M | -2.8% | -15.6% | +12.8% | +1.4% |
| 6M | +45.6% | +34.0% | +11.6% | +26.7% |
| YTD | +59.5% | +119.9% | -60.4% | +14.2% |
| 1Y | +93.4% | +235.2% | -141.7% | +17.7% |
| 3Y | +287.1% | +299.8% | -12.7% | +114.6% |
| 5Y | +338.0% | +140.1% | +198.0% | +187.6% |
| 10Y | +1,876.8% | +420.3% | +1,456.5% | +878.6% |
| All | +1,270.6% | -92.0% | +1,362.6% | +1,312.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling