+2,414.8%
EMR vs VIAV
+3,306.1%
-891.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.2% | -11.6% | -2.2% |
| 7D | +3.1% | +11.3% | -8.3% | +1.3% |
| 30D | -3.5% | -1.0% | -2.5% | -3.8% |
| 3M | +9.8% | -20.5% | +30.3% | +12.2% |
| 6M | +10.8% | +39.0% | -28.2% | +2.9% |
| YTD | +15.9% | +117.5% | -101.5% | -0.4% |
| 1Y | +16.4% | +233.8% | -217.3% | -6.9% |
| 3Y | +62.1% | +295.4% | -233.3% | +24.6% |
| 5Y | +62.9% | +134.3% | -71.4% | +34.1% |
| 10Y | +267.8% | +398.7% | -131.0% | +170.2% |
| All | +2,414.8% | +3,306.1% | -891.3% | +1,246.1% |
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 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