+292.2%
VIAV vs CFG
+186.7%
+105.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.0% |
| 7D | +11.2% | -0.4% | +11.6% | +11.3% |
| 30D | -10.1% | -4.6% | -5.5% | -8.0% |
| 3M | -22.9% | +6.7% | -29.5% | -25.4% |
| 6M | +28.8% | +22.1% | +6.7% | +16.9% |
| YTD | +117.5% | +23.2% | +94.3% | +96.9% |
| 1Y | +216.1% | +40.3% | +175.8% | +169.9% |
| 3Y | +292.2% | +187.9% | +104.3% | +122.7% |
| All | +292.2% | +186.7% | +105.5% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 3y: compounded portfolio wealth divided by compounded CFG 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…
3y analysis · Full analysis span regression · 6 months rolling