+297.4%
AEM vs VIAV
+131.4%
+166.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.5% | +1.6% | -2.3% |
| 7D | -5.0% | +11.2% | -16.3% | -6.5% |
| 30D | +8.5% | -2.6% | +11.1% | +8.3% |
| 3M | +29.3% | -20.1% | +49.4% | +31.8% |
| 6M | -12.9% | +25.8% | -38.8% | -16.9% |
| YTD | +16.8% | +109.9% | -93.1% | +3.6% |
| 1Y | +29.8% | +214.3% | -184.5% | +9.0% |
| 3Y | +336.7% | +281.6% | +55.1% | +250.9% |
| All | +297.4% | +131.4% | +166.0% | +222.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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