+132.6%
VIAV vs STLA
-63.7%
+196.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.4% | -4.5% |
| 7D | +11.2% | -3.8% | +15.0% | +11.9% |
| 30D | -2.6% | -3.1% | +0.5% | -2.4% |
| 3M | -20.1% | -19.6% | -0.5% | -17.1% |
| 6M | +25.8% | -23.5% | +49.3% | +31.1% |
| YTD | +109.9% | -51.5% | +161.4% | +135.8% |
| 1Y | +214.3% | -39.7% | +253.9% | +228.6% |
| 3Y | +281.6% | -66.3% | +348.0% | +351.4% |
| 5Y | +132.6% | -63.1% | +195.7% | +152.4% |
| All | +132.6% | -63.7% | +196.3% | +152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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