+75.3%
VIAV vs PFG
+46.8%
+28.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.1% | -6.4% | -2.7% |
| 7D | -14.7% | +4.9% | -19.6% | -15.2% |
| 30D | -37.4% | +5.7% | -43.0% | -37.7% |
| 3M | -27.1% | +2.6% | -29.7% | -27.2% |
| 6M | -44.0% | +19.8% | -63.8% | -48.9% |
| YTD | +64.9% | +36.3% | +28.6% | +38.9% |
| 1Y | +75.3% | +47.9% | +27.4% | +48.2% |
| All | +75.3% | +46.8% | +28.5% | +48.2% |
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