+84.3%
VIAV vs SW
+25.9%
+58.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.7% | +7.2% | +6.4% |
| 7D | +12.3% | -2.6% | +14.9% | +12.4% |
| 30D | -21.0% | +7.2% | -28.2% | -21.2% |
| 3M | -14.1% | -10.5% | -3.6% | -13.1% |
| 6M | -39.9% | +9.9% | -49.8% | -40.8% |
| YTD | +85.2% | +17.2% | +67.9% | +79.8% |
| 1Y | +84.3% | +26.5% | +57.8% | +74.1% |
| All | +84.3% | +25.9% | +58.4% | +74.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling