+1,048.0%
STX vs VIAV
+139.8%
+908.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.6% | -7.3% | -5.3% |
| 7D | -2.3% | +11.2% | -13.4% | -6.7% |
| 30D | -5.5% | -10.1% | +4.6% | -1.1% |
| 3M | -4.3% | -22.9% | +18.6% | +6.0% |
| 6M | +115.6% | +28.8% | +86.8% | +97.1% |
| YTD | +202.2% | +117.5% | +84.7% | +123.6% |
| 1Y | +325.3% | +216.1% | +109.2% | +175.4% |
| 3Y | +1,283.9% | +292.2% | +991.7% | +708.8% |
| All | +1,048.0% | +139.8% | +908.2% | +717.3% |
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