+1,849.9%
AEM vs VIAV
+3,343.9%
-1,494.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | +3.0% | +13.6% | -10.6% | +2.3% |
| 30D | +12.5% | +5.3% | +7.2% | +12.0% |
| 3M | +26.9% | -15.6% | +42.6% | +27.6% |
| 6M | -9.4% | +34.0% | -43.4% | -11.3% |
| YTD | +20.3% | +119.9% | -99.6% | +14.6% |
| 1Y | +33.8% | +235.2% | -201.4% | +24.8% |
| 3Y | +349.8% | +299.8% | +50.0% | +313.8% |
| 5Y | +301.0% | +140.1% | +160.9% | +275.8% |
| 10Y | +376.1% | +420.3% | -44.3% | +328.6% |
| All | +1,849.9% | +3,343.9% | -1,494.0% | +1,413.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling