+420.3%
VIAV vs EXPD
+316.4%
+103.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.5% |
| 7D | +13.6% | +1.2% | +12.4% | +12.9% |
| 30D | +5.3% | +5.2% | +0.1% | +3.1% |
| 3M | -15.6% | +13.2% | -28.8% | -20.2% |
| 6M | +34.0% | +30.3% | +3.7% | +18.4% |
| YTD | +119.9% | +27.0% | +92.8% | +94.3% |
| 1Y | +235.2% | +57.3% | +177.9% | +166.2% |
| 3Y | +299.8% | +70.0% | +229.8% | +197.6% |
| 5Y | +140.1% | +61.6% | +78.5% | +78.7% |
| 10Y | +420.3% | +321.1% | +99.2% | +152.8% |
| All | +420.3% | +316.4% | +103.9% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 10y: compounded portfolio wealth divided by compounded EXPD 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…
10y analysis · Full analysis span regression · 6 months rolling