+134.3%
VIAV vs CFG
+100.9%
+33.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -1.1% | +12.3% | +11.6% |
| 7D | +11.3% | +2.7% | +8.6% | +10.0% |
| 30D | -1.0% | -3.7% | +2.7% | +0.6% |
| 3M | -20.5% | +9.5% | -30.0% | -23.5% |
| 6M | +39.0% | +22.2% | +16.7% | +28.4% |
| YTD | +117.5% | +22.3% | +95.1% | +101.1% |
| 1Y | +233.8% | +39.4% | +194.3% | +193.6% |
| 3Y | +295.4% | +188.5% | +106.9% | +164.5% |
| 5Y | +134.3% | +101.5% | +32.7% | +69.9% |
| All | +134.3% | +100.9% | +33.3% | +69.9% |
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