+132.6%
VIAV vs DG
-39.4%
+172.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.3% | -4.5% |
| 7D | +11.2% | -6.3% | +17.5% | +11.3% |
| 30D | -2.6% | +2.4% | -5.0% | -2.8% |
| 3M | -20.1% | +12.4% | -32.5% | -20.8% |
| 6M | +25.8% | -14.9% | +40.8% | +27.6% |
| YTD | +109.9% | -6.1% | +115.9% | +110.2% |
| 1Y | +214.3% | +17.9% | +196.4% | +206.9% |
| 3Y | +281.6% | +3.1% | +278.5% | +277.4% |
| 5Y | +132.6% | -38.7% | +171.2% | +150.8% |
| All | +132.6% | -39.4% | +172.0% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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