+279.6%
VIAV vs SW
+182.7%
+96.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.9% | +9.2% | +8.3% |
| 7D | -4.8% | +2.3% | -7.2% | -5.1% |
| 30D | -38.5% | +6.8% | -45.3% | -39.0% |
| 3M | -29.9% | -5.2% | -24.7% | -29.6% |
| 6M | -46.3% | +7.4% | -53.7% | -47.0% |
| YTD | +59.8% | +17.4% | +42.4% | +55.3% |
| 1Y | +62.3% | +27.1% | +35.2% | +56.3% |
| 3Y | +243.0% | +47.9% | +195.1% | +223.7% |
| 5Y | +80.3% | -2.6% | +82.9% | +72.7% |
| All | +279.6% | +182.7% | +96.9% | +218.6% |
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