+75.3%
VIAV vs IAG
+56.5%
+18.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +10.2% | -12.5% | -4.9% |
| 7D | -14.7% | +1.1% | -15.8% | -15.0% |
| 30D | -37.4% | -5.3% | -32.1% | -36.4% |
| 3M | -27.1% | +18.0% | -45.2% | -30.7% |
| 6M | -44.0% | +7.1% | -51.1% | -45.4% |
| YTD | +64.9% | +5.9% | +58.9% | +51.2% |
| 1Y | +75.3% | +59.4% | +15.9% | +31.6% |
| All | +75.3% | +56.5% | +18.8% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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