+296.6%
VIAV vs AME
+55.9%
+240.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.7% |
| 7D | +13.6% | +1.3% | +12.2% | +12.2% |
| 30D | +5.3% | -6.6% | +11.9% | +12.6% |
| 3M | -15.6% | +3.0% | -18.6% | -16.8% |
| 6M | +34.0% | +5.3% | +28.7% | +30.3% |
| YTD | +119.9% | +15.4% | +104.4% | +102.5% |
| 1Y | +235.2% | +26.8% | +208.3% | +191.7% |
| All | +296.6% | +55.9% | +240.6% | +195.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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