+296.6%
VIAV vs EXR
+21.4%
+275.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.6% | +1.6% |
| 7D | +13.6% | -3.1% | +16.6% | +14.2% |
| 30D | +5.3% | -7.5% | +12.8% | +6.8% |
| 3M | -15.6% | -7.5% | -8.1% | -14.9% |
| 6M | +34.0% | -5.2% | +39.2% | +34.1% |
| YTD | +119.9% | +6.5% | +113.4% | +115.2% |
| 1Y | +235.2% | -2.0% | +237.2% | +232.6% |
| All | +296.6% | +21.4% | +275.2% | +263.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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