+3,017.7%
SO vs VIAV
+2,964.2%
+53.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -0.8% |
| 7D | -0.2% | -4.6% | +4.4% | 0.0% |
| 30D | -4.6% | -10.4% | +5.8% | -4.4% |
| 3M | -3.0% | -34.5% | +31.4% | -2.1% |
| 6M | -8.3% | +7.0% | -15.2% | -8.9% |
| YTD | +3.5% | +95.6% | -92.1% | +0.8% |
| 1Y | -0.9% | +197.2% | -198.1% | -4.8% |
| 3Y | +45.4% | +232.0% | -186.6% | +38.6% |
| 5Y | +59.6% | +102.2% | -42.6% | +54.0% |
| 10Y | +156.6% | +344.6% | -188.0% | +142.0% |
| All | +3,017.7% | +2,964.2% | +53.5% | +2,846.0% |
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