-11.1%
PCG vs VIAV
+290.6%
-301.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +11.2% | -7.5% | +3.0% |
| 7D | +5.4% | +11.3% | -5.9% | +4.8% |
| 30D | -15.1% | -1.0% | -14.1% | -15.3% |
| 3M | -9.8% | -20.5% | +10.7% | -9.1% |
| 6M | -18.0% | +39.0% | -57.0% | -21.2% |
| YTD | -7.2% | +117.5% | -124.7% | -14.5% |
| 1Y | +2.9% | +233.8% | -230.9% | -9.4% |
| 3Y | -11.1% | +295.4% | -306.5% | -24.4% |
| All | -11.1% | +290.6% | -301.7% | -24.4% |
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 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