-75.3%
PCG vs VIAV
+407.5%
-482.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.1% | -5.4% | -4.5% |
| 7D | +6.5% | +13.6% | -7.1% | +3.4% |
| 30D | -16.7% | +5.3% | -22.0% | -18.3% |
| 3M | -14.2% | -15.6% | +1.4% | -13.0% |
| 6M | -21.5% | +34.0% | -55.4% | -31.0% |
| YTD | -11.2% | +119.9% | -131.1% | -33.6% |
| 1Y | -4.2% | +235.2% | -239.4% | -37.9% |
| 3Y | -14.9% | +299.8% | -314.7% | -50.5% |
| 5Y | +54.2% | +140.1% | -85.8% | +6.1% |
| 10Y | -75.3% | +420.3% | -495.6% | -85.8% |
| All | -75.3% | +407.5% | -482.8% | -85.8% |
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