+197.2%
VIAV vs IEF
-0.2%
+197.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -4.6% | -0.3% | -4.3% | -4.3% |
| 30D | -10.4% | -0.8% | -9.6% | -9.6% |
| 3M | -34.5% | -1.0% | -33.5% | -33.8% |
| 6M | +7.0% | -2.8% | +9.7% | +8.0% |
| YTD | +95.6% | -1.5% | +97.1% | +94.0% |
| 1Y | +197.2% | -0.4% | +197.6% | +197.7% |
| All | +197.2% | -0.2% | +197.4% | +197.7% |
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