+119.9%
VIAV vs EXR
+3,081.1%
-2,961.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.7% |
| 7D | +7.9% | -0.4% | +8.3% | +8.2% |
| 30D | -20.3% | +18.2% | -38.5% | -27.2% |
| 3M | -28.5% | +7.3% | -35.9% | -31.7% |
| 6M | -42.7% | +13.8% | -56.6% | -47.4% |
| YTD | +72.4% | +25.9% | +46.5% | +50.3% |
| 1Y | +81.5% | +25.8% | +55.6% | +58.1% |
| 3Y | +293.8% | +53.7% | +240.1% | +195.1% |
| 5Y | +101.4% | -1.8% | +103.2% | +83.6% |
| 10Y | +293.8% | +214.5% | +79.3% | +69.5% |
| All | +119.9% | +3,081.1% | -2,961.2% | -78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling