+45.3%
SO vs VIAV
+290.6%
-245.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.2% | -10.2% | +1.0% |
| 7D | +1.0% | +11.3% | -10.3% | +1.0% |
| 30D | -3.2% | -1.0% | -2.2% | -3.2% |
| 3M | -1.7% | -20.5% | +18.8% | -1.6% |
| 6M | -7.2% | +39.0% | -46.2% | -7.0% |
| YTD | +4.6% | +117.5% | -112.9% | +5.0% |
| 1Y | +1.2% | +233.8% | -232.6% | +1.9% |
| 3Y | +45.3% | +295.4% | -250.1% | +46.3% |
| All | +45.3% | +290.6% | -245.4% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling