+47.3%
EXPE vs VIAV
+101.3%
-54.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.6% | +4.4% | -0.4% |
| 7D | -0.5% | +7.9% | -8.4% | -1.6% |
| 30D | -6.1% | -20.3% | +14.2% | -3.8% |
| 3M | -21.3% | -28.5% | +7.2% | -18.8% |
| 6M | +19.0% | -42.7% | +61.7% | +26.0% |
| YTD | -8.4% | +72.4% | -80.8% | -33.8% |
| 1Y | -2.8% | +81.5% | -84.2% | -31.1% |
| 3Y | +120.8% | +293.8% | -173.1% | +7.1% |
| All | +47.3% | +101.3% | -54.1% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling