+56.8%
RGTI vs VIAV
+139.8%
-83.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.6% | -2.9% | -1.1% |
| 7D | +0.5% | +11.2% | -10.7% | -5.1% |
| 30D | -17.1% | -10.1% | -7.0% | -13.1% |
| 3M | -26.0% | -22.9% | -3.1% | -17.7% |
| 6M | -9.9% | +28.8% | -38.6% | -25.4% |
| YTD | -31.1% | +117.5% | -148.5% | -60.7% |
| 1Y | -8.5% | +216.1% | -224.6% | -59.8% |
| 3Y | +652.2% | +292.2% | +360.0% | +168.5% |
| All | +56.8% | +139.8% | -83.0% | -30.2% |
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