+98.8%
VIAV vs FGI
-70.0%
+168.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +1.9% | +10.4% | +12.3% |
| 7D | +15.0% | -1.4% | +16.4% | +15.1% |
| 30D | -29.7% | -3.2% | -26.4% | -29.6% |
| 3M | -18.3% | +64.1% | -82.4% | -20.8% |
| 6M | -37.6% | +17.2% | -54.7% | -39.0% |
| YTD | +79.5% | +31.6% | +47.9% | +72.7% |
| 1Y | +79.6% | +45.1% | +34.5% | +72.5% |
| 3Y | +310.0% | -2.0% | +312.0% | +290.8% |
| All | +98.8% | -70.0% | +168.8% | +94.3% |
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