+76.8%
AEP vs VIAV
+279.3%
-202.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.6% | -0.9% |
| 7D | -1.0% | +11.2% | -12.2% | -1.2% |
| 30D | -0.1% | -2.6% | +2.5% | -0.1% |
| 3M | -3.2% | -20.1% | +16.9% | -3.0% |
| 6M | -5.3% | +25.8% | -31.1% | -5.4% |
| YTD | +9.5% | +109.9% | -100.3% | +9.2% |
| 1Y | +17.5% | +214.3% | -196.8% | +17.0% |
| All | +76.8% | +279.3% | -202.5% | +79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling