+404.6%
VIAV vs AEE
+191.1%
+213.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.7% | +3.6% |
| 7D | +11.2% | -0.8% | +11.9% | +11.5% |
| 30D | -10.1% | -2.9% | -7.2% | -9.2% |
| 3M | -22.9% | -2.4% | -20.5% | -22.6% |
| 6M | +28.8% | -2.7% | +31.5% | +29.6% |
| YTD | +117.5% | +7.3% | +110.2% | +111.3% |
| 1Y | +216.1% | +7.5% | +208.5% | +206.7% |
| 3Y | +292.2% | +46.2% | +246.0% | +234.9% |
| 5Y | +141.0% | +39.7% | +101.3% | +107.6% |
| All | +404.6% | +191.1% | +213.4% | +292.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling