+143.7%
VIAV vs AG
+72.8%
+70.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.8% |
| 7D | +13.6% | -0.1% | +13.7% | +13.5% |
| 30D | +5.3% | +12.5% | -7.1% | +3.3% |
| 3M | -15.6% | +28.2% | -43.8% | -19.0% |
| 6M | +34.0% | -18.8% | +52.8% | +35.8% |
| YTD | +119.9% | +27.4% | +92.5% | +109.4% |
| 1Y | +235.2% | +132.2% | +103.0% | +196.5% |
| 3Y | +299.8% | +286.9% | +12.9% | +220.7% |
| All | +143.7% | +72.8% | +70.9% | +101.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling