+14.1%
AGG vs VIAV
+419.4%
-405.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -0.1% |
| 7D | -1.1% | +11.2% | -12.2% | -1.3% |
| 30D | -1.1% | -10.1% | +9.0% | -1.0% |
| 3M | -1.9% | -22.9% | +20.9% | -1.6% |
| 6M | -1.7% | +28.8% | -30.5% | -2.6% |
| YTD | -1.3% | +117.5% | -118.8% | -3.4% |
| 1Y | -0.7% | +216.1% | -216.8% | -3.9% |
| 3Y | +12.5% | +292.2% | -279.7% | +7.9% |
| 5Y | -2.5% | +141.0% | -143.5% | -5.7% |
| All | +14.1% | +419.4% | -405.3% | +9.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling