+75.3%
VIAV vs SCHG
+5.5%
+69.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -4.2% |
| 7D | -14.7% | -2.5% | -12.2% | -11.0% |
| 30D | -37.4% | -5.4% | -31.9% | -31.1% |
| 3M | -27.1% | -2.2% | -25.0% | -23.4% |
| 6M | -44.0% | +5.2% | -49.2% | -46.5% |
| YTD | +64.9% | +6.8% | +58.1% | +52.9% |
| 1Y | +75.3% | +5.9% | +69.4% | +65.5% |
| All | +75.3% | +5.5% | +69.8% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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