+6,425.3%
AXP vs VIAV
+2,964.2%
+3,461.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -1.8% |
| 7D | -2.1% | -4.6% | +2.5% | -1.3% |
| 30D | -6.5% | -10.4% | +3.8% | -5.1% |
| 3M | +4.6% | -34.5% | +39.1% | +11.3% |
| 6M | +5.4% | +7.0% | -1.5% | -0.1% |
| YTD | -11.1% | +95.6% | -106.7% | -26.2% |
| 1Y | -0.3% | +197.2% | -197.5% | -24.5% |
| 3Y | +111.6% | +232.0% | -120.4% | +53.3% |
| 5Y | +117.6% | +102.2% | +15.4% | +72.0% |
| 10Y | +474.1% | +344.6% | +129.5% | +287.8% |
| All | +6,425.3% | +2,964.2% | +3,461.1% | +2,736.7% |
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