+117.9%
AXP vs VIAV
+251.5%
-133.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.3% | -9.5% | -1.9% |
| 7D | +0.6% | -4.8% | +5.4% | +0.9% |
| 30D | +5.8% | -38.5% | +44.3% | +9.8% |
| 3M | -6.0% | -29.9% | +23.8% | -4.2% |
| 6M | +0.3% | -46.3% | +46.6% | +4.3% |
| YTD | -12.3% | +59.8% | -72.0% | -24.5% |
| 1Y | -11.2% | +62.3% | -73.6% | -24.0% |
| All | +117.9% | +251.5% | -133.6% | +53.1% |
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 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