Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • VIAV vs EFX✓SelectedUSD · EFXVIAV vs EFX performance historyLatest closeAs of+11.16%09/08
Stock and ETF performance explorer

VIAV vs EFX

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+3,202.9%
EFX return
+3,637.0%
Excess return
-434.1%
Maximum drawdown
-99.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioEFXExcessAlpha
1D+11.2%-3.1%+14.2%+12.6%
7D+11.3%-7.8%+19.1%+15.1%
30D-1.0%-5.7%+4.7%+0.5%
3M-20.5%+2.5%-23.0%-24.9%
6M+39.0%-16.7%+55.7%+43.2%
YTD+117.5%-20.2%+137.6%+125.4%
1Y+233.8%-31.4%+265.1%+270.6%
3Y+295.4%-10.5%+305.9%+263.8%
5Y+134.3%-35.2%+169.5%+144.8%
10Y+398.7%+40.2%+358.6%+211.0%
All+3,202.9%+3,637.0%-434.1%+446.5%

Cumulative growth

Daily Returns

Daily percentage return beside EFX.

Daily Out/Under-Performance

Portfolio return minus EFX return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × EFX 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 EFX 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