+292.2%
VIAV vs AEIS
+173.7%
+118.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.9% | -1.3% | +0.7% |
| 7D | +11.2% | +2.3% | +8.9% | +9.9% |
| 30D | -10.1% | -14.8% | +4.7% | -1.0% |
| 3M | -22.9% | -15.6% | -7.3% | -14.7% |
| 6M | +28.8% | -8.7% | +37.5% | +37.1% |
| YTD | +117.5% | +37.3% | +80.1% | +94.5% |
| 1Y | +216.1% | +80.3% | +135.7% | +149.7% |
| 3Y | +292.2% | +177.9% | +114.3% | +138.3% |
| All | +292.2% | +173.7% | +118.5% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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