-16.5%
SOUN vs VIAV
+167.2%
-183.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.9% | -1.6% |
| 7D | -7.1% | +11.2% | -18.3% | -11.0% |
| 30D | -15.4% | -10.1% | -5.3% | -13.0% |
| 3M | -10.6% | -22.9% | +12.3% | -4.5% |
| 6M | -19.6% | +28.8% | -48.4% | -34.4% |
| YTD | -37.2% | +117.5% | -154.7% | -62.6% |
| 1Y | -57.1% | +216.1% | -273.1% | -80.1% |
| 3Y | +178.2% | +292.2% | -114.0% | +7.6% |
| All | -16.5% | +167.2% | -183.8% | -54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling