+6,408.4%
AXP vs VIAV
+2,711.0%
+3,697.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.3% | -11.3% | -1.3% |
| 7D | -1.1% | +15.0% | -16.2% | -4.1% |
| 30D | +5.2% | -29.7% | +34.9% | +11.2% |
| 3M | -4.6% | -18.3% | +13.7% | -3.2% |
| 6M | +3.2% | -37.6% | +40.8% | +8.2% |
| YTD | -11.3% | +79.5% | -90.8% | -26.6% |
| 1Y | -11.0% | +79.6% | -90.6% | -26.5% |
| 3Y | +120.2% | +310.0% | -189.8% | +50.2% |
| 5Y | +91.7% | +105.9% | -14.2% | +48.3% |
| 10Y | +440.3% | +309.0% | +131.4% | +264.0% |
| All | +6,408.4% | +2,711.0% | +3,697.3% | +2,721.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling