+3,202.9%
VIAV vs ED
+1,525.4%
+1,677.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.9% | +10.2% | +10.9% |
| 7D | +11.3% | +0.5% | +10.8% | +11.2% |
| 30D | -1.0% | +1.1% | -2.1% | -1.3% |
| 3M | -20.5% | +4.6% | -25.2% | -21.9% |
| 6M | +39.0% | -2.0% | +41.0% | +39.0% |
| YTD | +117.5% | +11.7% | +105.8% | +108.9% |
| 1Y | +233.8% | +15.7% | +218.0% | +216.6% |
| 3Y | +295.4% | +34.4% | +261.1% | +252.7% |
| 5Y | +134.3% | +67.3% | +67.0% | +93.1% |
| 10Y | +398.7% | +104.0% | +294.7% | +271.8% |
| All | +3,202.9% | +1,525.4% | +1,677.5% | +1,447.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling