+404.6%
VIAV vs AIG
+66.2%
+338.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.5% |
| 7D | +11.2% | -1.2% | +12.3% | +11.6% |
| 30D | -10.1% | -1.1% | -9.0% | -9.9% |
| 3M | -22.9% | +0.7% | -23.5% | -23.6% |
| 6M | +28.8% | -2.2% | +31.0% | +28.8% |
| YTD | +117.5% | -10.8% | +128.3% | +124.5% |
| 1Y | +216.1% | -2.0% | +218.1% | +212.5% |
| 3Y | +292.2% | +34.8% | +257.4% | +234.1% |
| 5Y | +141.0% | +55.0% | +85.9% | +89.5% |
| All | +404.6% | +66.2% | +338.4% | +204.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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