+292.2%
VIAV vs AEE
+46.3%
+245.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.7% | +3.6% |
| 7D | +11.2% | -0.8% | +11.9% | +11.4% |
| 30D | -10.1% | -2.9% | -7.2% | -9.5% |
| 3M | -22.9% | -2.4% | -20.5% | -22.9% |
| 6M | +28.8% | -2.7% | +31.5% | +29.1% |
| YTD | +117.5% | +7.3% | +110.2% | +113.8% |
| 1Y | +216.1% | +7.5% | +208.5% | +210.7% |
| 3Y | +292.2% | +46.2% | +246.0% | +239.4% |
| All | +292.2% | +46.3% | +245.9% | +239.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling