+3,087.8%
VIAV vs SONY
+550.2%
+2,537.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.9% | -4.7% |
| 7D | +11.2% | -5.8% | +17.0% | +14.5% |
| 30D | -2.6% | -0.4% | -2.2% | -3.1% |
| 3M | -20.1% | +13.3% | -33.4% | -27.5% |
| 6M | +25.8% | +8.5% | +17.4% | +17.0% |
| YTD | +109.9% | -8.1% | +118.0% | +112.4% |
| 1Y | +214.3% | -17.9% | +232.2% | +235.5% |
| 3Y | +281.6% | +41.4% | +240.2% | +186.5% |
| 5Y | +132.6% | +9.3% | +123.3% | +95.3% |
| 10Y | +396.7% | +283.0% | +113.7% | +84.0% |
| All | +3,087.8% | +550.2% | +2,537.6% | +910.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling