+319.8%
VIAV vs STLD
+797.3%
-477.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.2% | +5.2% | +6.0% |
| 7D | +12.3% | -0.5% | +12.8% | +12.7% |
| 30D | -21.0% | -0.1% | -20.9% | -20.7% |
| 3M | -14.1% | -9.2% | -4.9% | -11.1% |
| 6M | -39.9% | +1.8% | -41.7% | -40.3% |
| YTD | +85.2% | +42.1% | +43.0% | +65.3% |
| 1Y | +84.3% | +58.5% | +25.7% | +58.8% |
| 3Y | +320.9% | +128.2% | +192.7% | +212.4% |
| 5Y | +117.5% | +288.2% | -170.7% | +27.3% |
| All | +319.8% | +797.3% | -477.5% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 10y: compounded portfolio wealth divided by compounded STLD 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…
10y analysis · Full analysis span regression · 6 months rolling