+404.6%
VIAV vs ED
+108.5%
+296.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.6% |
| 7D | +11.2% | -0.8% | +11.9% | +11.3% |
| 30D | -10.1% | -0.4% | -9.7% | -10.1% |
| 3M | -22.9% | +0.5% | -23.3% | -23.2% |
| 6M | +28.8% | -3.1% | +31.9% | +29.0% |
| YTD | +117.5% | +9.8% | +107.6% | +112.5% |
| 1Y | +216.1% | +12.6% | +203.5% | +206.9% |
| 3Y | +292.2% | +31.4% | +260.8% | +262.7% |
| 5Y | +141.0% | +69.4% | +71.6% | +108.7% |
| All | +404.6% | +108.5% | +296.0% | +342.8% |
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