+107.5%
SOXX vs VIAV
+224.3%
-116.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +0.6% |
| 7D | +1.4% | +11.2% | -9.8% | -2.6% |
| 30D | -3.6% | -10.1% | +6.5% | -0.3% |
| 3M | -10.2% | -22.9% | +12.7% | -3.4% |
| 6M | +54.2% | +28.8% | +25.5% | +46.1% |
| YTD | +75.2% | +117.5% | -42.2% | +48.1% |
| 1Y | +107.5% | +216.1% | -108.6% | +53.2% |
| All | +107.5% | +224.3% | -116.8% | +53.2% |
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