+117.5%
VIAV vs CFG
+66.4%
+51.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.9% | +5.6% | +6.1% |
| 7D | +12.3% | -0.8% | +13.1% | +12.9% |
| 30D | -21.0% | +3.1% | -24.1% | -21.8% |
| 3M | -14.1% | -9.7% | -4.4% | -10.5% |
| 6M | -39.9% | +6.7% | -46.6% | -41.6% |
| YTD | +85.2% | +15.2% | +70.0% | +74.9% |
| 1Y | +84.3% | +28.8% | +55.5% | +67.0% |
| 3Y | +320.9% | +190.1% | +130.8% | +179.6% |
| 5Y | +117.5% | +63.4% | +54.1% | +72.7% |
| All | +117.5% | +66.4% | +51.1% | +72.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling