+278.5%
VIAV vs PFG
+68.8%
+209.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.4% | -4.9% |
| 7D | +11.2% | -3.0% | +14.2% | +12.4% |
| 30D | -2.6% | +2.5% | -5.1% | -3.9% |
| 3M | -20.1% | +6.1% | -26.2% | -22.7% |
| 6M | +25.8% | +31.3% | -5.5% | +9.9% |
| YTD | +109.9% | +33.6% | +76.3% | +82.0% |
| 1Y | +214.3% | +48.5% | +165.8% | +160.2% |
| All | +278.5% | +68.8% | +209.8% | +170.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling