+140.8%
VIAV vs FGI
-69.8%
+210.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.9% | +9.3% | +11.1% |
| 7D | +11.3% | +5.2% | +6.2% | +11.2% |
| 30D | -1.0% | +65.2% | -66.2% | -3.9% |
| 3M | -20.5% | +30.2% | -50.7% | -22.4% |
| 6M | +39.0% | +87.8% | -48.8% | +33.3% |
| YTD | +117.5% | +32.5% | +85.0% | +109.6% |
| 1Y | +233.8% | +93.6% | +140.2% | +217.7% |
| 3Y | +295.4% | -2.6% | +298.0% | +277.6% |
| All | +140.8% | -69.8% | +210.6% | +135.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling