-46.7%
VIA vs SPY
+17.8%
-64.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.6% | -5.6% |
| 7D | -4.0% | +0.5% | -4.6% | -4.6% |
| 30D | +18.8% | -0.9% | +19.8% | +20.2% |
| 3M | +77.0% | +3.9% | +73.1% | +69.4% |
| 6M | +38.6% | +14.5% | +24.1% | +16.6% |
| YTD | -9.0% | +12.9% | -22.0% | -22.2% |
| All | -46.7% | +17.8% | -64.5% | -54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling