+2,392.1%
VIAV vs SUI
+4,072.7%
-1,680.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.9% | +9.8% | +9.4% |
| 7D | +3.2% | +3.4% | -0.2% | +1.2% |
| 30D | -31.8% | +4.6% | -36.4% | -34.3% |
| 3M | -16.6% | +1.6% | -18.2% | -18.9% |
| 6M | -39.4% | -3.5% | -36.0% | -40.4% |
| YTD | +74.0% | -1.0% | +75.0% | +68.4% |
| 1Y | +70.8% | -1.7% | +72.5% | +65.8% |
| 3Y | +295.5% | +18.4% | +277.2% | +237.5% |
| 5Y | +103.3% | -26.3% | +129.7% | +117.0% |
| 10Y | +300.1% | +123.3% | +176.8% | +116.8% |
| All | +2,392.1% | +4,072.7% | -1,680.6% | +339.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling