+345.2%
VIAV vs SW
+147.8%
+197.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.5% |
| 7D | -4.6% | -5.1% | +0.5% | -4.0% |
| 30D | -10.4% | -4.6% | -5.8% | -10.0% |
| 3M | -34.5% | +9.4% | -43.9% | -35.3% |
| 6M | +7.0% | +3.5% | +3.5% | +6.0% |
| YTD | +95.6% | +22.0% | +73.6% | +89.9% |
| 1Y | +197.2% | +2.2% | +195.0% | +193.5% |
| 3Y | +232.0% | +19.6% | +212.4% | +219.5% |
| 5Y | +102.2% | -2.3% | +104.5% | +93.8% |
| All | +345.2% | +147.8% | +197.4% | +280.0% |
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