+13.4%
PG vs VIAV
+139.8%
-126.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.6% | -2.0% | +1.6% |
| 7D | -0.8% | +11.2% | -12.0% | -0.8% |
| 30D | +0.8% | -10.1% | +10.9% | +0.8% |
| 3M | -1.3% | -22.9% | +21.5% | -1.2% |
| 6M | -3.8% | +28.8% | -32.6% | -5.0% |
| YTD | +3.6% | +117.5% | -113.8% | +0.7% |
| 1Y | -5.7% | +216.1% | -221.8% | -10.0% |
| 3Y | +1.6% | +292.2% | -290.6% | -4.3% |
| All | +13.4% | +139.8% | -126.4% | +10.3% |
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