+140.1%
VIAV vs ED
+66.4%
+73.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.1% |
| 7D | +13.6% | -0.2% | +13.7% | +13.6% |
| 30D | +5.3% | +1.9% | +3.4% | +5.3% |
| 3M | -15.6% | +1.9% | -17.5% | -15.9% |
| 6M | +34.0% | -2.3% | +36.2% | +33.9% |
| YTD | +119.9% | +10.9% | +109.0% | +116.8% |
| 1Y | +235.2% | +14.5% | +220.6% | +228.9% |
| 3Y | +299.8% | +33.4% | +266.4% | +271.8% |
| 5Y | +140.1% | +67.3% | +72.8% | +115.3% |
| All | +140.1% | +66.4% | +73.7% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling