+404.6%
VIAV vs PEG
+148.0%
+256.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.7% |
| 7D | +11.2% | -0.9% | +12.0% | +11.6% |
| 30D | -10.1% | -3.7% | -6.4% | -8.6% |
| 3M | -22.9% | -7.3% | -15.6% | -20.5% |
| 6M | +28.8% | -10.5% | +39.3% | +35.2% |
| YTD | +117.5% | -7.5% | +125.0% | +124.5% |
| 1Y | +216.1% | -8.7% | +224.8% | +227.7% |
| 3Y | +292.2% | +31.4% | +260.8% | +239.2% |
| 5Y | +141.0% | +37.8% | +103.2% | +101.1% |
| All | +404.6% | +148.0% | +256.6% | +263.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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