+143.7%
VIAV vs SM
+106.9%
+36.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.9% |
| 3M | -15.6% | +22.9% | -38.5% | -18.2% |
| 6M | +34.0% | +47.8% | -13.8% | +25.1% |
| YTD | +119.9% | +107.5% | +12.4% | +93.5% |
| 1Y | +235.2% | +51.7% | +183.4% | +209.4% |
| 3Y | +299.8% | -0.9% | +300.6% | +282.2% |
| All | +143.7% | +106.9% | +36.7% | +97.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling