+139.6%
VIAV vs XME
+162.6%
-22.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +4.1% |
| 7D | +11.2% | -4.2% | +15.4% | +13.6% |
| 30D | -10.1% | -2.7% | -7.4% | -8.8% |
| 3M | -22.9% | -3.9% | -18.9% | -21.4% |
| 6M | +28.8% | -1.0% | +29.8% | +30.1% |
| YTD | +117.5% | +9.8% | +107.6% | +109.8% |
| 1Y | +216.1% | +32.5% | +183.5% | +180.5% |
| 3Y | +292.2% | +124.3% | +167.9% | +179.8% |
| All | +139.6% | +162.6% | -22.9% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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