+216.1%
VIAV vs SM
+48.5%
+167.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.6% |
| 7D | +11.2% | +4.6% | +6.6% | +11.6% |
| 30D | -10.1% | +18.2% | -28.3% | -8.5% |
| 3M | -22.9% | +22.5% | -45.4% | -20.1% |
| 6M | +28.8% | +50.6% | -21.8% | +34.7% |
| YTD | +117.5% | +108.1% | +9.3% | +129.1% |
| 1Y | +216.1% | +46.0% | +170.1% | +238.3% |
| All | +216.1% | +48.5% | +167.6% | +238.3% |
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