+134.2%
VIAV vs VSXY
+37.7%
+96.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +1.7% |
| 7D | +13.6% | -10.7% | +24.3% | +15.5% |
| 30D | +5.3% | -24.3% | +29.6% | +9.7% |
| 3M | -15.6% | +1.0% | -16.6% | -16.5% |
| 6M | +34.0% | +57.4% | -23.4% | +21.9% |
| YTD | +119.9% | +39.8% | +80.1% | +102.6% |
| 1Y | +235.2% | +196.5% | +38.7% | +174.2% |
| 3Y | +299.8% | +357.2% | -57.5% | +187.9% |
| 5Y | +140.1% | +18.9% | +121.2% | +99.3% |
| All | +134.2% | +37.7% | +96.5% | +91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 all: compounded portfolio wealth divided by compounded VSXY 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…
all analysis · Full analysis span regression · 6 months rolling