+132.6%
VIAV vs CAG
-42.8%
+175.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.7% | -1.8% | -4.6% |
| 7D | +11.2% | -5.9% | +17.1% | +11.1% |
| 30D | -2.6% | -1.5% | -1.1% | -2.7% |
| 3M | -20.1% | +11.5% | -31.6% | -20.5% |
| 6M | +25.8% | -15.7% | +41.5% | +27.8% |
| YTD | +109.9% | -10.2% | +120.1% | +111.0% |
| 1Y | +214.3% | -18.1% | +232.3% | +218.5% |
| 3Y | +281.6% | -39.4% | +321.0% | +295.0% |
| 5Y | +132.6% | -42.6% | +175.2% | +135.6% |
| All | +132.6% | -42.8% | +175.4% | +135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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