+278.5%
VIAV vs EXE
+18.1%
+260.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.8% | -4.6% |
| 7D | +11.2% | -2.2% | +13.4% | +11.6% |
| 30D | -2.6% | -0.8% | -1.8% | -2.6% |
| 3M | -20.1% | +10.0% | -30.2% | -21.8% |
| 6M | +25.8% | -6.3% | +32.2% | +27.3% |
| YTD | +109.9% | -10.7% | +120.6% | +113.6% |
| 1Y | +214.3% | +2.7% | +211.6% | +208.1% |
| All | +278.5% | +18.1% | +260.4% | +242.5% |
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 2023-09-10 to 2026-09-10: 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling