+139.6%
VIAV vs EME
+575.5%
-435.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.3% | -0.7% | +1.6% |
| 7D | +11.2% | +3.5% | +7.6% | +9.5% |
| 30D | -10.1% | -6.3% | -3.8% | -7.1% |
| 3M | -22.9% | -3.8% | -19.1% | -21.0% |
| 6M | +28.8% | +8.5% | +20.3% | +27.6% |
| YTD | +117.5% | +27.8% | +89.6% | +105.7% |
| 1Y | +216.1% | +22.2% | +193.8% | +192.1% |
| 3Y | +292.2% | +253.5% | +38.7% | +126.4% |
| All | +139.6% | +575.5% | -435.9% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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