+290.8%
VIAV vs AG
+76.0%
+214.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.4% | -3.2% | -5.3% |
| 7D | +7.9% | -10.0% | +17.9% | +9.4% |
| 30D | -20.3% | -10.5% | -9.8% | -19.1% |
| 3M | -28.5% | -27.3% | -1.3% | -25.7% |
| 6M | -42.7% | -43.0% | +0.3% | -39.1% |
| YTD | +72.4% | -17.9% | +90.3% | +74.9% |
| 1Y | +81.5% | +11.9% | +69.5% | +78.1% |
| 3Y | +293.8% | +201.8% | +92.0% | +240.4% |
| 5Y | +101.4% | -0.1% | +101.5% | +86.9% |
| All | +290.8% | +76.0% | +214.8% | +234.1% |
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