+360.5%
SOXX vs VIAV
+72.0%
+288.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.8% |
| 7D | +158.9% | -14.7% | +173.6% | +172.6% |
| 30D | +129.2% | -37.4% | +166.6% | +170.4% |
| 3M | +149.7% | -27.1% | +176.8% | +174.2% |
| 6M | +193.4% | -44.0% | +237.5% | +250.9% |
| YTD | +351.0% | +64.9% | +286.2% | +278.9% |
| 1Y | +360.5% | +75.3% | +285.2% | +273.7% |
| All | +360.5% | +72.0% | +288.5% | +273.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling