+140.1%
VIAV vs EXR
-13.9%
+153.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.6% | +1.8% |
| 7D | +13.6% | -3.1% | +16.6% | +14.5% |
| 30D | +5.3% | -7.5% | +12.8% | +7.5% |
| 3M | -15.6% | -7.5% | -8.1% | -14.4% |
| 6M | +34.0% | -5.2% | +39.2% | +34.9% |
| YTD | +119.9% | +6.5% | +113.4% | +114.0% |
| 1Y | +235.2% | -2.0% | +237.2% | +232.8% |
| 3Y | +299.8% | +21.5% | +278.3% | +257.8% |
| 5Y | +140.1% | -11.5% | +151.6% | +137.9% |
| All | +140.1% | -13.9% | +153.9% | +137.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling