+132.6%
VIAV vs AEIS
+219.6%
-87.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | -2.3% |
| 7D | +11.2% | -0.2% | +11.4% | +11.5% |
| 30D | -2.6% | -16.4% | +13.8% | +7.9% |
| 3M | -20.1% | -11.1% | -9.0% | -14.0% |
| 6M | +25.8% | -12.0% | +37.9% | +36.5% |
| YTD | +109.9% | +30.9% | +79.0% | +91.8% |
| 1Y | +214.3% | +74.3% | +139.9% | +151.4% |
| 3Y | +281.6% | +165.2% | +116.5% | +142.7% |
| 5Y | +132.6% | +220.0% | -87.4% | +29.0% |
| All | +132.6% | +219.6% | -87.0% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling