+216.9%
VIAV vs SW
+40.4%
+176.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.5% | -9.0% | -10.3% |
| 7D | -21.1% | +4.7% | -25.7% | -21.6% |
| 30D | -45.4% | +5.0% | -50.4% | -45.8% |
| 3M | -32.4% | -7.3% | -25.1% | -31.8% |
| 6M | -51.3% | +15.0% | -66.3% | -52.8% |
| YTD | +47.6% | +18.5% | +29.1% | +40.7% |
| 1Y | +50.8% | +27.1% | +23.7% | +41.6% |
| All | +216.9% | +40.4% | +176.5% | +184.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling