+139.6%
VIAV vs SPXU
-86.1%
+225.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.4% | +6.0% | +2.7% |
| 7D | +11.2% | +2.5% | +8.7% | +12.2% |
| 30D | -10.1% | +4.2% | -14.3% | -8.6% |
| 3M | -22.9% | -9.3% | -13.6% | -24.6% |
| 6M | +28.8% | -30.7% | +59.5% | +16.9% |
| YTD | +117.5% | -28.1% | +145.6% | +101.7% |
| 1Y | +216.1% | -35.2% | +251.3% | +185.8% |
| 3Y | +292.2% | -79.9% | +372.1% | +168.6% |
| All | +139.6% | -86.1% | +225.8% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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