+404.6%
VIAV vs AGI
+392.3%
+12.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.6% |
| 7D | +11.2% | -2.7% | +13.9% | +11.4% |
| 30D | -10.1% | +7.2% | -17.4% | -10.7% |
| 3M | -22.9% | +4.3% | -27.1% | -23.4% |
| 6M | +28.8% | -27.1% | +55.9% | +31.4% |
| YTD | +117.5% | -6.6% | +124.1% | +117.1% |
| 1Y | +216.1% | +9.5% | +206.5% | +211.2% |
| 3Y | +292.2% | +208.4% | +83.8% | +254.7% |
| 5Y | +141.0% | +401.6% | -260.7% | +109.6% |
| All | +404.6% | +392.3% | +12.2% | +337.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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