+132.6%
VIAV vs EXE
+99.3%
+33.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -21.6% |
| 6M | +25.8% | -6.3% | +32.2% | +26.9% |
| YTD | +109.9% | -10.7% | +120.6% | +112.7% |
| 1Y | +214.3% | +2.7% | +211.6% | +209.7% |
| 3Y | +281.6% | +19.1% | +262.5% | +262.4% |
| 5Y | +132.6% | +105.4% | +27.2% | +109.5% |
| All | +132.6% | +99.3% | +33.3% | +109.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling