-73.1%
SMR vs VIAV
+200.0%
-273.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -1.7% |
| 7D | +4.4% | -4.6% | +9.0% | +5.9% |
| 30D | +3.4% | -10.4% | +13.8% | +6.0% |
| 3M | -19.2% | -34.5% | +15.3% | -10.0% |
| 6M | -22.6% | +7.0% | -29.6% | -23.8% |
| YTD | -31.5% | +95.6% | -127.2% | -42.6% |
| 1Y | -73.1% | +197.2% | -270.3% | -77.7% |
| All | -73.1% | +200.0% | -273.1% | -77.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling