+295.4%
VIAV vs ES
+33.1%
+262.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +0.6% | +10.5% | +11.1% |
| 7D | +11.3% | +1.4% | +9.9% | +11.2% |
| 30D | -1.0% | -1.2% | +0.2% | -0.9% |
| 3M | -20.5% | +5.0% | -25.5% | -21.5% |
| 6M | +39.0% | -2.8% | +41.8% | +38.5% |
| YTD | +117.5% | +8.6% | +108.9% | +112.2% |
| 1Y | +233.8% | +18.9% | +214.8% | +218.3% |
| 3Y | +295.4% | +32.1% | +263.3% | +240.3% |
| All | +295.4% | +33.1% | +262.3% | +240.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 3y: compounded portfolio wealth divided by compounded ES 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…
3y analysis · Full analysis span regression · 6 months rolling