+38.7%
EXPE vs VIAV
+200.0%
-161.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.7% | -5.3% | -1.6% |
| 7D | -9.5% | -4.6% | -4.9% | -9.6% |
| 30D | -6.6% | -10.4% | +3.8% | -6.9% |
| 3M | +31.4% | -34.5% | +65.9% | +31.8% |
| 6M | +35.2% | +7.0% | +28.2% | +31.1% |
| YTD | +5.8% | +95.6% | -89.8% | -7.3% |
| 1Y | +38.7% | +197.2% | -158.5% | +17.0% |
| All | +38.7% | +200.0% | -161.3% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling