+113.9%
SOXX vs VIAV
+200.0%
-86.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.1% | +2.2% |
| 7D | +2.2% | -4.6% | +6.8% | +3.9% |
| 30D | -2.0% | -10.4% | +8.3% | +1.3% |
| 3M | -13.7% | -34.5% | +20.8% | -1.8% |
| 6M | +52.4% | +7.0% | +45.4% | +52.4% |
| YTD | +72.8% | +95.6% | -22.8% | +52.1% |
| 1Y | +113.9% | +197.2% | -83.3% | +68.0% |
| All | +113.9% | +200.0% | -86.1% | +68.0% |
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 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