+75.3%
VIAV vs SRE
-7.5%
+82.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -1.2% |
| 7D | -14.7% | -2.1% | -12.7% | -14.1% |
| 30D | -37.4% | +6.1% | -43.4% | -39.5% |
| 3M | -27.1% | -3.5% | -23.6% | -26.1% |
| 6M | -44.0% | -10.8% | -33.2% | -40.6% |
| YTD | +64.9% | -4.0% | +68.8% | +72.8% |
| 1Y | +75.3% | -7.7% | +83.0% | +86.4% |
| All | +75.3% | -7.5% | +82.8% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1y: compounded portfolio wealth divided by compounded SRE 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…
1y analysis · Full analysis span regression · 6 months rolling