+93.1%
EXPE vs VIAV
+128.3%
-35.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.5% | +6.1% | +2.3% |
| 7D | -8.7% | +11.2% | -19.9% | -10.5% |
| 30D | -13.6% | -2.6% | -11.0% | -14.0% |
| 3M | +26.6% | -20.1% | +46.8% | +28.8% |
| 6M | +19.9% | +25.8% | -5.9% | +5.4% |
| YTD | -1.7% | +109.9% | -111.6% | -28.5% |
| 1Y | +29.4% | +214.3% | -184.8% | -19.0% |
| 3Y | +155.7% | +281.6% | -126.0% | +42.5% |
| 5Y | +93.1% | +132.6% | -39.5% | +28.0% |
| All | +93.1% | +128.3% | -35.2% | +28.0% |
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 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