+1.3%
AXP vs VIAV
+231.5%
-230.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.2% | -11.2% | -0.3% |
| 7D | +0.6% | +11.3% | -10.7% | +0.3% |
| 30D | -4.3% | -1.0% | -3.3% | -4.5% |
| 3M | +4.7% | -20.5% | +25.2% | +4.9% |
| 6M | +9.0% | +39.0% | -30.0% | +5.7% |
| YTD | -11.1% | +117.5% | -128.6% | -15.9% |
| 1Y | +1.3% | +233.8% | -232.5% | -8.3% |
| All | +1.3% | +231.5% | -230.2% | -8.3% |
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 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