+2,550.6%
SOXX vs VIAV
-28.8%
+2,579.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +0.6% |
| 7D | +1.4% | +11.2% | -9.8% | -2.7% |
| 30D | -3.6% | -10.1% | +6.5% | -0.3% |
| 3M | -10.2% | -22.9% | +12.7% | -2.6% |
| 6M | +54.2% | +28.8% | +25.5% | +37.1% |
| YTD | +75.2% | +117.5% | -42.2% | +26.5% |
| 1Y | +107.5% | +216.1% | -108.6% | +29.2% |
| 3Y | +226.8% | +292.2% | -65.4% | +82.8% |
| 5Y | +251.2% | +141.0% | +110.2% | +131.9% |
| 10Y | +1,567.6% | +414.6% | +1,153.0% | +736.3% |
| All | +2,550.6% | -28.8% | +2,579.4% | +1,375.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling