+132.6%
VIAV vs SMTC
+112.1%
+20.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.9% | -1.6% | -3.6% |
| 7D | +11.2% | +17.5% | -6.3% | +5.7% |
| 30D | -2.6% | +21.3% | -23.9% | -8.2% |
| 3M | -20.1% | +3.1% | -23.3% | -20.9% |
| 6M | +25.8% | +81.7% | -55.9% | +7.3% |
| YTD | +109.9% | +115.9% | -6.1% | +73.3% |
| 1Y | +214.3% | +157.8% | +56.5% | +148.6% |
| 3Y | +281.6% | +557.3% | -275.7% | +112.7% |
| 5Y | +132.6% | +114.7% | +17.9% | +80.0% |
| All | +132.6% | +112.1% | +20.4% | +80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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