+197.2%
VIAV vs DGX
+33.7%
+163.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.4% |
| 7D | -4.6% | -2.3% | -2.3% | -5.1% |
| 30D | -10.4% | +0.6% | -10.9% | -10.2% |
| 3M | -34.5% | +21.4% | -55.9% | -31.4% |
| 6M | +7.0% | +14.7% | -7.8% | +11.5% |
| YTD | +95.6% | +38.4% | +57.2% | +104.0% |
| 1Y | +197.2% | +34.0% | +163.2% | +209.3% |
| All | +197.2% | +33.7% | +163.5% | +209.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 1y: compounded portfolio wealth divided by compounded DGX 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…
1y analysis · Full analysis span regression · 6 months rolling