+2,845.8%
VIAV vs SPG
+5,319.3%
-2,473.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.2% | +10.0% | +10.6% |
| 7D | +11.3% | 0.0% | +11.3% | +11.3% |
| 30D | -1.0% | -4.9% | +4.0% | +1.3% |
| 3M | -20.5% | +3.3% | -23.8% | -22.3% |
| 6M | +39.0% | +11.2% | +27.8% | +31.4% |
| YTD | +117.5% | +17.1% | +100.4% | +101.0% |
| 1Y | +233.8% | +21.6% | +212.2% | +202.7% |
| 3Y | +295.4% | +111.9% | +183.5% | +175.8% |
| 5Y | +134.3% | +106.9% | +27.4% | +60.8% |
| 10Y | +398.7% | +62.2% | +336.5% | +221.1% |
| All | +2,845.8% | +5,319.3% | -2,473.5% | +229.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling