+1,154.6%
VIAV vs SPXU
-100.0%
+1,254.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +1.7% |
| 7D | +13.6% | +1.3% | +12.3% | +14.1% |
| 30D | +5.3% | +5.1% | +0.2% | +7.7% |
| 3M | -15.6% | -9.1% | -6.5% | -17.7% |
| 6M | +34.0% | -29.6% | +63.6% | +19.7% |
| YTD | +119.9% | -27.7% | +147.5% | +100.9% |
| 1Y | +235.2% | -37.0% | +272.1% | +192.1% |
| 3Y | +299.8% | -80.2% | +380.0% | +139.0% |
| 5Y | +140.1% | -86.0% | +226.1% | +48.0% |
| 10Y | +420.3% | -99.5% | +519.9% | -6.3% |
| All | +1,154.6% | -100.0% | +1,254.6% | -62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling