+86.1%
AXP vs VIAV
+101.3%
-15.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.6% | +6.4% | +1.5% |
| 7D | -0.1% | +7.9% | -8.0% | -1.3% |
| 30D | +4.4% | -20.3% | +24.8% | +7.0% |
| 3M | -6.4% | -28.5% | +22.1% | -3.4% |
| 6M | +4.2% | -42.7% | +46.9% | +10.0% |
| YTD | -12.4% | +72.4% | -84.8% | -30.2% |
| 1Y | -11.1% | +81.5% | -92.6% | -30.3% |
| 3Y | +114.9% | +293.8% | -179.0% | +27.8% |
| All | +86.1% | +101.3% | -15.2% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling