+19.0%
SPGI vs VIAV
+290.6%
-271.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +11.2% | -14.4% | -3.2% |
| 7D | -2.5% | +11.3% | -13.8% | -2.5% |
| 30D | +5.4% | -1.0% | +6.4% | +5.4% |
| 3M | +9.0% | -20.5% | +29.6% | +9.4% |
| 6M | +0.8% | +39.0% | -38.2% | -3.9% |
| YTD | -12.6% | +117.5% | -130.0% | -21.2% |
| 1Y | -16.1% | +233.8% | -249.9% | -28.9% |
| 3Y | +19.0% | +295.4% | -276.4% | -4.7% |
| All | +19.0% | +290.6% | -271.6% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling