+132.6%
VIAV vs IAG
+796.9%
-664.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.4% | -4.3% |
| 7D | +11.2% | -4.1% | +15.3% | +11.7% |
| 30D | -2.6% | +10.6% | -13.2% | -3.7% |
| 3M | -20.1% | +35.4% | -55.5% | -22.8% |
| 6M | +25.8% | -9.5% | +35.4% | +25.5% |
| YTD | +109.9% | +21.8% | +88.0% | +103.5% |
| 1Y | +214.3% | +84.1% | +130.1% | +195.2% |
| 3Y | +281.6% | +817.4% | -535.7% | +216.5% |
| 5Y | +132.6% | +830.1% | -697.5% | +89.5% |
| All | +132.6% | +796.9% | -664.3% | +89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling