+60.2%
EMR vs VIAV
+293.0%
-232.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.6% | -1.0% | +1.9% |
| 7D | -0.4% | +11.2% | -11.6% | -2.4% |
| 30D | -6.8% | -10.1% | +3.3% | -5.3% |
| 3M | +7.5% | -22.9% | +30.3% | +11.2% |
| 6M | +9.9% | +28.8% | -18.9% | +0.7% |
| YTD | +16.0% | +117.5% | -101.5% | -6.4% |
| 1Y | +12.4% | +216.1% | -203.6% | -18.0% |
| 3Y | +60.2% | +292.2% | -232.0% | +7.5% |
| All | +60.2% | +293.0% | -232.8% | +7.5% |
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