+71.1%
VIAV vs AEE
+818.5%
-747.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.6% | +1.3% |
| 7D | +13.6% | +1.1% | +12.5% | +13.1% |
| 30D | +5.3% | 0.0% | +5.3% | +5.4% |
| 3M | -15.6% | -0.9% | -14.7% | -15.8% |
| 6M | +34.0% | -2.4% | +36.4% | +35.0% |
| YTD | +119.9% | +8.6% | +111.2% | +110.4% |
| 1Y | +235.2% | +10.2% | +225.0% | +218.3% |
| 3Y | +299.8% | +47.8% | +252.0% | +223.9% |
| 5Y | +140.1% | +40.1% | +100.0% | +96.9% |
| 10Y | +420.3% | +195.0% | +225.3% | +179.0% |
| All | +71.1% | +818.5% | -747.3% | -40.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling