+156.8%
VIAV vs AGI
+5,263.7%
-5,106.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.1% | -4.2% |
| 7D | +11.2% | -5.4% | +16.6% | +11.7% |
| 30D | -2.6% | +6.6% | -9.2% | -3.2% |
| 3M | -20.1% | +8.2% | -28.3% | -21.0% |
| 6M | +25.8% | -29.3% | +55.1% | +29.0% |
| YTD | +109.9% | -7.4% | +117.2% | +109.4% |
| 1Y | +214.3% | +7.9% | +206.4% | +208.8% |
| 3Y | +281.6% | +206.2% | +75.4% | +239.5% |
| 5Y | +132.6% | +397.6% | -265.0% | +96.1% |
| 10Y | +396.7% | +383.4% | +13.3% | +298.0% |
| All | +156.8% | +5,263.7% | -5,106.9% | +63.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling