-43.2%
VIA vs SPY
+18.4%
-61.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.4% |
| 7D | -1.5% | +0.1% | -1.6% | -1.7% |
| 30D | +31.7% | +0.1% | +31.6% | +31.7% |
| 3M | +84.1% | +2.0% | +82.1% | +80.7% |
| 6M | +46.2% | +13.0% | +33.2% | +25.5% |
| YTD | -3.0% | +13.5% | -16.6% | -17.6% |
| All | -43.2% | +18.4% | -61.6% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling