+290.8%
VIAV vs ED
+147.1%
+143.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.4% | -7.0% | -5.7% |
| 7D | +7.9% | +2.1% | +5.8% | +7.6% |
| 30D | -20.3% | +10.4% | -30.7% | -21.5% |
| 3M | -28.5% | +12.5% | -41.1% | -29.9% |
| 6M | -42.7% | +14.9% | -57.6% | -44.2% |
| YTD | +72.4% | +24.8% | +47.6% | +65.0% |
| 1Y | +81.5% | +23.8% | +57.6% | +73.8% |
| 3Y | +293.8% | +51.6% | +242.2% | +255.1% |
| 5Y | +101.4% | +86.4% | +15.0% | +71.7% |
| All | +290.8% | +147.1% | +143.7% | +234.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling