+197.2%
VIAV vs SIMO
+226.2%
-29.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.7% | -5.0% | +0.3% |
| 7D | -4.6% | +4.2% | -8.8% | -6.2% |
| 30D | -10.4% | +4.1% | -14.5% | -11.7% |
| 3M | -34.5% | -12.9% | -21.6% | -31.7% |
| 6M | +7.0% | +110.3% | -103.4% | -12.1% |
| YTD | +95.6% | +178.6% | -83.0% | +46.4% |
| 1Y | +197.2% | +220.0% | -22.8% | +113.5% |
| All | +197.2% | +226.2% | -29.0% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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