+75.3%
VIAV vs IEF
-1.9%
+77.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.8% | -2.1% |
| 7D | -14.7% | +0.9% | -15.6% | -14.6% |
| 30D | -37.4% | +3.1% | -40.5% | -38.4% |
| 3M | -27.1% | -1.4% | -25.8% | -24.0% |
| 6M | -44.0% | -1.6% | -42.5% | -41.4% |
| YTD | +64.9% | -2.1% | +67.0% | +66.8% |
| 1Y | +75.3% | -2.0% | +77.3% | +76.8% |
| All | +75.3% | -1.9% | +77.2% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling