+420.3%
VIAV vs SUI
+104.7%
+315.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.6% |
| 7D | +13.6% | -4.3% | +17.9% | +15.3% |
| 30D | +5.3% | -2.1% | +7.5% | +5.9% |
| 3M | -15.6% | -6.1% | -9.5% | -14.5% |
| 6M | +34.0% | -12.8% | +46.7% | +39.4% |
| YTD | +119.9% | -4.6% | +124.5% | +120.4% |
| 1Y | +235.2% | -7.7% | +242.9% | +240.2% |
| 3Y | +299.8% | +10.9% | +288.9% | +267.3% |
| 5Y | +140.1% | -32.4% | +172.5% | +167.2% |
| 10Y | +420.3% | +105.7% | +314.6% | +331.4% |
| All | +420.3% | +104.7% | +315.6% | +331.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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