+355.3%
VIAV vs EMB
+132.1%
+223.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.6% | +3.6% |
| 7D | -4.6% | 0.0% | -4.6% | -4.6% |
| 30D | -10.4% | -0.3% | -10.1% | -10.2% |
| 3M | -34.5% | -0.4% | -34.1% | -34.2% |
| 6M | +7.0% | +0.1% | +6.8% | +7.4% |
| YTD | +95.6% | +1.6% | +94.0% | +94.1% |
| 1Y | +197.2% | +5.6% | +191.6% | +185.9% |
| 3Y | +232.0% | +29.8% | +202.2% | +172.6% |
| 5Y | +102.2% | +7.3% | +94.9% | +91.2% |
| 10Y | +344.6% | +30.4% | +314.2% | +272.7% |
| All | +355.3% | +132.1% | +223.2% | +283.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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