-16.3%
SOUN vs VIAV
+157.9%
-174.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.5% | +1.5% | -1.4% |
| 7D | -6.8% | +11.2% | -18.0% | -10.8% |
| 30D | -15.2% | -2.6% | -12.6% | -15.8% |
| 3M | -7.0% | -20.1% | +13.2% | -2.1% |
| 6M | -20.5% | +25.8% | -46.3% | -34.6% |
| YTD | -37.0% | +109.9% | -146.9% | -62.0% |
| 1Y | -55.3% | +214.3% | -269.6% | -79.4% |
| 3Y | +173.0% | +281.6% | -108.6% | +6.6% |
| All | -16.3% | +157.9% | -174.2% | -53.8% |
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