+9.0%
PCG vs VIAV
+101.0%
-92.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.7% | +1.0% |
| 7D | -0.5% | +3.2% | -3.6% | -0.9% |
| 30D | +0.8% | -31.8% | +32.5% | +3.9% |
| 3M | -22.0% | -16.6% | -5.4% | -21.5% |
| 6M | -17.1% | -39.4% | +22.4% | -14.6% |
| YTD | -16.9% | +74.0% | -90.9% | -26.4% |
| 1Y | -19.1% | +70.8% | -89.8% | -28.3% |
| 3Y | -19.4% | +295.5% | -315.0% | -40.2% |
| 5Y | +9.0% | +103.3% | -94.3% | -8.0% |
| All | +9.0% | +101.0% | -92.0% | -8.0% |
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