+66.6%
VIAV vs SW
-1.6%
+68.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.5% | -9.0% | -10.3% |
| 7D | -21.1% | +4.7% | -25.7% | -21.5% |
| 30D | -45.4% | +5.0% | -50.4% | -45.7% |
| 3M | -32.4% | -7.3% | -25.1% | -31.9% |
| 6M | -51.3% | +15.0% | -66.3% | -52.4% |
| YTD | +47.6% | +18.5% | +29.1% | +42.7% |
| 1Y | +50.8% | +27.1% | +23.7% | +44.4% |
| 3Y | +216.5% | +49.3% | +167.2% | +197.9% |
| 5Y | +66.6% | -1.6% | +68.2% | +58.5% |
| All | +66.6% | -1.6% | +68.2% | +58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling