+278.5%
VIAV vs IAG
+796.9%
-518.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.4% | -4.2% |
| 7D | +11.2% | -4.1% | +15.3% | +11.8% |
| 30D | -2.6% | +10.6% | -13.2% | -4.2% |
| 3M | -20.1% | +35.4% | -55.5% | -23.9% |
| 6M | +25.8% | -9.5% | +35.4% | +25.1% |
| YTD | +109.9% | +21.8% | +88.0% | +100.5% |
| 1Y | +214.3% | +84.1% | +130.1% | +186.9% |
| All | +278.5% | +796.9% | -518.3% | +168.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling