+3,211.6%
SO vs VIAV
+2,600.3%
+611.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.6% | +6.8% | +1.4% |
| 7D | +1.4% | +7.9% | -6.5% | +1.1% |
| 30D | +4.7% | -20.3% | +25.0% | +5.2% |
| 3M | +1.7% | -28.5% | +30.2% | +2.3% |
| 6M | +2.2% | -42.7% | +44.9% | +3.1% |
| YTD | +10.0% | +72.4% | -62.4% | +7.2% |
| 1Y | +6.0% | +81.5% | -75.4% | +3.2% |
| 3Y | +54.1% | +293.8% | -239.7% | +45.7% |
| 5Y | +79.6% | +101.4% | -21.8% | +72.8% |
| 10Y | +195.5% | +293.8% | -98.4% | +178.9% |
| All | +3,211.6% | +2,600.3% | +611.3% | +3,031.1% |
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