+139.6%
VIAV vs SPG
+106.0%
+33.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | +11.2% | -1.2% | +12.3% | +11.7% |
| 30D | -10.1% | -6.1% | -4.0% | -7.9% |
| 3M | -22.9% | -3.6% | -19.2% | -22.4% |
| 6M | +28.8% | +10.4% | +18.4% | +22.0% |
| YTD | +117.5% | +14.4% | +103.1% | +102.9% |
| 1Y | +216.1% | +16.5% | +199.5% | +192.1% |
| 3Y | +292.2% | +106.8% | +185.4% | +177.5% |
| All | +139.6% | +106.0% | +33.6% | +65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling