+252.8%
SPOT vs VIAV
+301.6%
-48.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | 0.0% |
| 7D | -3.1% | +11.2% | -14.2% | -5.4% |
| 30D | +7.4% | -10.1% | +17.5% | +8.9% |
| 3M | +8.2% | -22.9% | +31.0% | +11.6% |
| 6M | +2.2% | +28.8% | -26.6% | -11.8% |
| YTD | -9.5% | +117.5% | -126.9% | -36.8% |
| 1Y | -23.8% | +216.1% | -239.9% | -54.7% |
| 3Y | +233.5% | +292.2% | -58.7% | +71.4% |
| 5Y | +112.2% | +141.0% | -28.8% | +37.5% |
| All | +252.8% | +301.6% | -48.7% | +82.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling