+1,537.1%
SOXX vs VIAV
+419.4%
+1,117.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +0.2% |
| 7D | +1.4% | +11.2% | -9.8% | -3.8% |
| 30D | -3.6% | -10.1% | +6.5% | +0.6% |
| 3M | -10.2% | -22.9% | +12.7% | -0.7% |
| 6M | +54.2% | +28.8% | +25.5% | +31.1% |
| YTD | +75.2% | +117.5% | -42.2% | +11.7% |
| 1Y | +107.5% | +216.1% | -108.6% | +7.1% |
| 3Y | +226.8% | +292.2% | -65.4% | +42.7% |
| 5Y | +251.2% | +141.0% | +110.2% | +97.1% |
| All | +1,537.1% | +419.4% | +1,117.7% | +574.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling