+197.2%
VIAV vs PFG
+51.4%
+145.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.5% | +5.2% | +4.1% |
| 7D | -4.6% | +5.5% | -10.1% | -6.3% |
| 30D | -10.4% | +2.4% | -12.8% | -11.0% |
| 3M | -34.5% | +13.6% | -48.1% | -38.5% |
| 6M | +7.0% | +27.9% | -20.9% | -6.2% |
| YTD | +95.6% | +35.6% | +60.1% | +66.9% |
| 1Y | +197.2% | +48.5% | +148.7% | +149.7% |
| All | +197.2% | +51.4% | +145.8% | +149.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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