+247.9%
SOXX vs VIAV
+139.8%
+108.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +0.3% |
| 7D | +1.4% | +11.2% | -9.8% | -3.3% |
| 30D | -3.6% | -10.1% | +6.5% | +0.2% |
| 3M | -10.2% | -22.9% | +12.7% | -1.6% |
| 6M | +54.2% | +28.8% | +25.5% | +34.8% |
| YTD | +75.2% | +117.5% | -42.2% | +19.0% |
| 1Y | +107.5% | +216.1% | -108.6% | +16.5% |
| 3Y | +226.8% | +292.2% | -65.4% | +58.1% |
| All | +247.9% | +139.8% | +108.1% | +125.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling