+387.0%
VIAV vs AG
+73.4%
+313.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.9% | +0.3% | -4.0% |
| 7D | +11.2% | -5.8% | +17.0% | +12.0% |
| 30D | -2.6% | +6.4% | -9.0% | -3.4% |
| 3M | -20.1% | +28.4% | -48.5% | -22.6% |
| 6M | +25.8% | -24.5% | +50.3% | +28.6% |
| YTD | +109.9% | +21.2% | +88.7% | +103.0% |
| 1Y | +214.3% | +114.1% | +100.2% | +185.8% |
| 3Y | +281.6% | +268.0% | +13.6% | +219.2% |
| 5Y | +132.6% | +67.3% | +65.3% | +103.3% |
| All | +387.0% | +73.4% | +313.5% | +303.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 10y: compounded portfolio wealth divided by compounded AG 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…
10y analysis · Full analysis span regression · 6 months rolling