+290.8%
VIAV vs SPG
+113.9%
+176.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.5% |
| 7D | +7.9% | +2.0% | +5.9% | +7.3% |
| 30D | -20.3% | +17.2% | -37.6% | -24.3% |
| 3M | -28.5% | +6.3% | -34.9% | -30.1% |
| 6M | -42.7% | +18.7% | -61.4% | -46.2% |
| YTD | +72.4% | +30.1% | +42.3% | +57.5% |
| 1Y | +81.5% | +32.8% | +48.7% | +64.7% |
| 3Y | +293.8% | +133.6% | +160.3% | +197.7% |
| 5Y | +101.4% | +84.4% | +17.0% | +60.5% |
| All | +290.8% | +113.9% | +176.9% | +164.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling