-39.3%
VG vs VIAV
+227.9%
-267.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -0.7% |
| 7D | +1.7% | -4.6% | +6.3% | +2.1% |
| 30D | +16.0% | -10.4% | +26.4% | +16.7% |
| 3M | +9.7% | -34.5% | +44.2% | +13.4% |
| 6M | +29.6% | +7.0% | +22.6% | +19.1% |
| YTD | +112.0% | +95.6% | +16.4% | +60.4% |
| 1Y | +12.8% | +197.2% | -184.4% | -31.4% |
| All | -39.3% | +227.9% | -267.3% | -64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling