+25.8%
VIAV vs IEF
-3.8%
+29.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.8% | -2.8% |
| 7D | +11.2% | -1.2% | +12.4% | +14.2% |
| 30D | -2.6% | -1.5% | -1.1% | +0.5% |
| 3M | -20.1% | -1.7% | -18.4% | -18.2% |
| 6M | +25.8% | -3.5% | +29.4% | +42.6% |
| All | +25.8% | -3.8% | +29.6% | +42.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling