+139.6%
VIAV vs RGEN
-44.2%
+183.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.6% |
| 7D | +11.2% | -1.4% | +12.6% | +11.5% |
| 30D | -10.1% | -0.3% | -9.8% | -10.1% |
| 3M | -22.9% | +23.9% | -46.8% | -26.7% |
| 6M | +28.8% | +38.5% | -9.8% | +18.5% |
| YTD | +117.5% | +0.8% | +116.6% | +114.3% |
| 1Y | +216.1% | +38.2% | +177.9% | +188.6% |
| 3Y | +292.2% | +1.3% | +290.9% | +266.8% |
| All | +139.6% | -44.2% | +183.8% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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