+27.8%
EXPE vs VIAV
+224.3%
-196.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.6% | -2.2% | +1.6% |
| 7D | -5.8% | +11.2% | -16.9% | -5.3% |
| 30D | -13.6% | -10.1% | -3.5% | -13.6% |
| 3M | +25.2% | -22.9% | +48.1% | +25.9% |
| 6M | +22.3% | +28.8% | -6.4% | +18.7% |
| YTD | -0.3% | +117.5% | -117.8% | -12.1% |
| 1Y | +27.8% | +216.1% | -188.3% | +10.2% |
| All | +27.8% | +224.3% | -196.5% | +10.2% |
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