+9,873.0%
SPGI vs VIAV
+2,964.2%
+6,908.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.2% | -2.0% |
| 7D | +0.1% | -4.6% | +4.7% | +0.7% |
| 30D | +8.4% | -10.4% | +18.8% | +9.3% |
| 3M | +11.8% | -34.5% | +46.3% | +15.9% |
| 6M | +5.7% | +7.0% | -1.3% | +1.6% |
| YTD | -9.7% | +95.6% | -105.3% | -20.2% |
| 1Y | -12.5% | +197.2% | -209.6% | -27.1% |
| 3Y | +21.8% | +232.0% | -210.2% | -1.6% |
| 5Y | +8.2% | +102.2% | -94.0% | -7.7% |
| 10Y | +309.5% | +344.6% | -35.1% | +215.1% |
| All | +9,873.0% | +2,964.2% | +6,908.8% | +5,306.1% |
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