-51.7%
FIG vs VIAV
+72.0%
-123.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.2% | +7.5% | +4.7% |
| 7D | -4.7% | -14.7% | +10.1% | -7.6% |
| 30D | +0.5% | -37.4% | +37.9% | -8.5% |
| 3M | -18.4% | -27.1% | +8.7% | -21.6% |
| 6M | +10.9% | -44.0% | +54.9% | +4.6% |
| YTD | -40.8% | +64.9% | -105.7% | -47.1% |
| 1Y | -51.7% | +75.3% | -127.0% | -58.1% |
| All | -51.7% | +72.0% | -123.7% | -58.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling