+197.2%
VIAV vs SWK
+37.3%
+159.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.4% |
| 7D | -4.6% | -0.4% | -4.1% | -4.4% |
| 30D | -10.4% | -5.7% | -4.7% | -8.7% |
| 3M | -34.5% | +24.1% | -58.6% | -39.9% |
| 6M | +7.0% | +24.7% | -17.7% | -4.7% |
| YTD | +95.6% | +33.9% | +61.7% | +69.0% |
| 1Y | +197.2% | +34.7% | +162.5% | +153.9% |
| All | +197.2% | +37.3% | +159.8% | +153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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