+12.5%
AGG vs VIAV
+293.0%
-280.5%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -0.1% |
| 7D | -1.1% | +11.2% | -12.2% | -1.2% |
| 30D | -1.1% | -10.1% | +9.0% | -1.1% |
| 3M | -1.9% | -22.9% | +20.9% | -1.7% |
| 6M | -1.7% | +28.8% | -30.5% | -2.3% |
| YTD | -1.3% | +117.5% | -118.8% | -2.8% |
| 1Y | -0.7% | +216.1% | -216.8% | -3.0% |
| 3Y | +12.5% | +292.2% | -279.7% | +7.2% |
| All | +12.5% | +293.0% | -280.5% | +7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling