+296.6%
VIAV vs SM
-1.2%
+297.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | +13.6% | -0.2% | +13.8% | +13.6% |
| 30D | +5.3% | +20.3% | -15.0% | +3.3% |
| 3M | -15.6% | +22.9% | -38.5% | -17.6% |
| 6M | +34.0% | +47.8% | -13.8% | +25.6% |
| YTD | +119.9% | +107.5% | +12.4% | +92.7% |
| 1Y | +235.2% | +51.7% | +183.4% | +211.5% |
| All | +296.6% | -1.2% | +297.8% | +263.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling