+154.8%
EXPE vs VIAV
+297.4%
-142.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.8% |
| 7D | -11.5% | +13.6% | -25.1% | -12.5% |
| 30D | -13.1% | +5.3% | -18.4% | -13.8% |
| 3M | +18.1% | -15.6% | +33.8% | +18.9% |
| 6M | +13.3% | +34.0% | -20.7% | +2.7% |
| YTD | -3.2% | +119.9% | -123.1% | -24.1% |
| 1Y | +26.1% | +235.2% | -209.0% | -12.4% |
| All | +154.8% | +297.4% | -142.6% | +44.4% |
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