+75.3%
VIAV vs SM
+70.4%
+4.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -15.3% | +13.1% | -4.3% |
| 7D | -14.7% | -21.5% | +6.7% | -17.5% |
| 30D | -37.4% | -11.4% | -26.0% | -38.0% |
| 3M | -27.1% | +0.6% | -27.8% | -26.1% |
| 6M | -44.0% | +0.2% | -44.3% | -42.4% |
| YTD | +64.9% | +69.7% | -4.8% | +82.3% |
| 1Y | +75.3% | +71.6% | +3.7% | +95.0% |
| All | +75.3% | +70.4% | +4.9% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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