+10,435.2%
SPGI vs VIAV
+2,760.3%
+7,674.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.2% |
| 7D | -0.8% | +23.7% | -24.6% | -3.4% |
| 30D | +14.3% | -21.2% | +35.4% | +16.6% |
| 3M | +14.5% | -24.5% | +39.0% | +16.5% |
| 6M | +17.3% | -39.1% | +56.3% | +20.6% |
| YTD | -4.6% | +82.6% | -87.2% | -16.2% |
| 1Y | +0.8% | +82.7% | -81.9% | -11.6% |
| 3Y | +28.8% | +315.1% | -286.3% | -0.3% |
| 5Y | +14.0% | +113.4% | -99.4% | -4.7% |
| 10Y | +332.5% | +317.2% | +15.3% | +230.8% |
| All | +10,435.2% | +2,760.3% | +7,674.9% | +5,580.0% |
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