+270.4%
VIAV vs AG
+439.9%
-169.5%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -1.0% | +12.2% | +11.3% |
| 7D | +11.3% | +4.5% | +6.8% | +10.5% |
| 30D | -1.0% | +12.9% | -13.9% | -3.0% |
| 3M | -20.5% | +20.9% | -41.5% | -23.0% |
| 6M | +39.0% | -19.5% | +58.5% | +42.0% |
| YTD | +117.5% | +24.8% | +92.7% | +106.7% |
| 1Y | +233.8% | +120.2% | +113.5% | +190.4% |
| 3Y | +295.4% | +279.0% | +16.4% | +204.1% |
| 5Y | +134.3% | +67.9% | +66.4% | +93.8% |
| 10Y | +398.7% | +57.5% | +341.2% | +265.9% |
| All | +270.4% | +439.9% | -169.5% | +25.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling