+143.7%
VIAV vs EIX
+24.2%
+119.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +1.8% |
| 7D | +13.6% | +4.1% | +9.5% | +12.7% |
| 30D | +5.3% | -15.3% | +20.6% | +7.8% |
| 3M | -15.6% | -18.4% | +2.8% | -13.5% |
| 6M | +34.0% | -16.8% | +50.8% | +36.8% |
| YTD | +119.9% | -0.6% | +120.4% | +113.4% |
| 1Y | +235.2% | +10.7% | +224.5% | +215.2% |
| 3Y | +299.8% | -4.5% | +304.3% | +280.0% |
| All | +143.7% | +24.2% | +119.5% | +117.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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