-1.0%
SO vs VIAV
+217.8%
-218.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.9% | -0.6% |
| 7D | -1.1% | +11.2% | -12.4% | -1.2% |
| 30D | -3.7% | -2.6% | -1.1% | -3.7% |
| 3M | -5.9% | -20.1% | +14.2% | -5.8% |
| 6M | -7.3% | +25.8% | -33.2% | -7.6% |
| YTD | +3.1% | +109.9% | -106.8% | +1.8% |
| 1Y | -1.0% | +214.3% | -215.3% | -0.6% |
| All | -1.0% | +217.8% | -218.8% | -0.6% |
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