+32.0%
XEL vs VIAV
+139.8%
-107.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | -0.1% |
| 7D | -0.3% | +11.2% | -11.4% | -0.9% |
| 30D | -3.9% | -10.1% | +6.2% | -3.5% |
| 3M | -2.8% | -22.9% | +20.1% | -1.8% |
| 6M | -5.4% | +28.8% | -34.2% | -7.5% |
| YTD | +3.8% | +117.5% | -113.7% | -2.1% |
| 1Y | +6.8% | +216.1% | -209.2% | -1.9% |
| 3Y | +45.6% | +292.2% | -246.6% | +30.2% |
| All | +32.0% | +139.8% | -107.8% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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