-80.9%
FIG vs VIAV
+289.1%
-370.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -3.0% |
| 7D | -14.5% | +13.6% | -28.0% | -11.9% |
| 30D | -13.3% | +5.3% | -18.6% | -11.7% |
| 3M | +7.4% | -15.6% | +23.0% | +7.0% |
| 6M | -27.8% | +34.0% | -61.8% | -28.5% |
| YTD | -41.1% | +119.9% | -161.0% | -43.0% |
| 1Y | -58.7% | +235.2% | -293.9% | -59.8% |
| All | -80.9% | +289.1% | -370.0% | -80.4% |
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