+197.2%
VIAV vs EXE
+3.1%
+194.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.8% | +3.6% |
| 7D | -4.6% | -0.3% | -4.3% | -4.6% |
| 30D | -10.4% | +8.5% | -18.8% | -10.8% |
| 3M | -34.5% | +5.5% | -39.9% | -34.6% |
| 6M | +7.0% | -5.9% | +12.9% | +8.5% |
| YTD | +95.6% | -9.7% | +105.3% | +98.4% |
| 1Y | +197.2% | +3.6% | +193.6% | +206.2% |
| All | +197.2% | +3.1% | +194.1% | +206.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling