+309.8%
VIAV vs CFG
+361.3%
-51.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.8% |
| 7D | +7.9% | +3.2% | +4.7% | +6.8% |
| 30D | -20.3% | +5.1% | -25.4% | -21.7% |
| 3M | -28.5% | -11.2% | -17.3% | -25.4% |
| 6M | -42.7% | +9.6% | -52.3% | -44.7% |
| YTD | +72.4% | +15.0% | +57.4% | +63.7% |
| 1Y | +81.5% | +29.9% | +51.6% | +64.8% |
| 3Y | +293.8% | +192.1% | +101.8% | +162.9% |
| 5Y | +101.4% | +62.3% | +39.1% | +59.9% |
| 10Y | +293.8% | +219.2% | +74.7% | +112.1% |
| All | +309.8% | +361.3% | -51.5% | +87.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling