+295.4%
VIAV vs SIMO
+462.5%
-167.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +6.2% | +5.0% | +8.9% |
| 7D | +11.3% | +14.6% | -3.3% | +5.9% |
| 30D | -1.0% | +6.2% | -7.2% | -3.1% |
| 3M | -20.5% | +3.6% | -24.1% | -21.8% |
| 6M | +39.0% | +130.8% | -91.8% | +7.1% |
| YTD | +117.5% | +195.8% | -78.3% | +54.1% |
| 1Y | +233.8% | +225.0% | +8.8% | +128.4% |
| 3Y | +295.4% | +452.3% | -156.9% | +132.7% |
| All | +295.4% | +462.5% | -167.1% | +132.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling