+858.3%
VIAV vs AEIS
+2,610.7%
-1,752.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.5% |
| 7D | +13.6% | +6.5% | +7.1% | +10.9% |
| 30D | +5.3% | -9.2% | +14.5% | +9.9% |
| 3M | -15.6% | -8.3% | -7.3% | -11.8% |
| 6M | +34.0% | -6.3% | +40.3% | +39.3% |
| YTD | +119.9% | +36.5% | +83.4% | +98.3% |
| 1Y | +235.2% | +84.8% | +150.4% | +167.4% |
| 3Y | +299.8% | +176.6% | +123.2% | +164.7% |
| 5Y | +140.1% | +237.1% | -97.0% | +43.2% |
| 10Y | +420.3% | +554.7% | -134.4% | +113.0% |
| All | +858.3% | +2,610.7% | -1,752.4% | +80.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling