+83.1%
SPY vs VIAV
+139.8%
-56.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.6% | -2.8% | +0.3% |
| 7D | -0.8% | +11.2% | -11.9% | -2.4% |
| 30D | -1.1% | -10.1% | +9.1% | +0.2% |
| 3M | +3.9% | -22.9% | +26.7% | +6.8% |
| 6M | +13.6% | +28.8% | -15.2% | +4.8% |
| YTD | +12.7% | +117.5% | -104.8% | -7.8% |
| 1Y | +17.5% | +216.1% | -198.6% | -12.6% |
| 3Y | +76.9% | +292.2% | -215.3% | +21.8% |
| All | +83.1% | +139.8% | -56.7% | +46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling