+297.6%
VIAV vs SW
+184.4%
+113.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.1% |
| 7D | +3.2% | +2.2% | +1.0% | +3.0% |
| 30D | -31.8% | +7.4% | -39.2% | -32.4% |
| 3M | -16.6% | -5.9% | -10.7% | -16.3% |
| 6M | -39.4% | +9.0% | -48.4% | -40.4% |
| YTD | +74.0% | +18.1% | +55.9% | +69.1% |
| 1Y | +70.8% | +28.7% | +42.1% | +64.3% |
| 3Y | +295.5% | +48.8% | +246.8% | +273.0% |
| 5Y | +103.3% | +2.5% | +100.9% | +93.8% |
| All | +297.6% | +184.4% | +113.1% | +235.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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