+3,239.6%
VIAV vs CAG
+334.7%
+2,904.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.4% |
| 7D | +13.6% | -6.6% | +20.2% | +15.5% |
| 30D | +5.3% | +2.3% | +3.0% | +4.5% |
| 3M | -15.6% | +16.3% | -31.9% | -19.7% |
| 6M | +34.0% | -16.0% | +50.0% | +38.4% |
| YTD | +119.9% | -7.7% | +127.6% | +120.1% |
| 1Y | +235.2% | -16.0% | +251.2% | +243.6% |
| 3Y | +299.8% | -37.7% | +337.5% | +337.8% |
| 5Y | +140.1% | -41.2% | +181.3% | +163.5% |
| 10Y | +420.3% | -33.8% | +454.1% | +419.2% |
| All | +3,239.6% | +334.7% | +2,904.9% | +2,288.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling