+10.8%
AEP vs VIAV
+72.0%
-61.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.8% | -0.5% |
| 7D | +0.8% | -14.7% | +15.6% | +1.0% |
| 30D | +7.9% | -37.4% | +45.3% | +9.0% |
| 3M | +1.5% | -27.1% | +28.6% | +1.8% |
| 6M | -2.6% | -44.0% | +41.4% | -1.8% |
| YTD | +14.7% | +64.9% | -50.2% | +12.2% |
| 1Y | +10.8% | +75.3% | -64.5% | +6.6% |
| All | +10.8% | +72.0% | -61.2% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling