+139.6%
VIAV vs RSG
+89.9%
+49.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.9% | +3.6% |
| 7D | +11.2% | 0.0% | +11.1% | +11.2% |
| 30D | -10.1% | +4.0% | -14.1% | -10.3% |
| 3M | -22.9% | +7.4% | -30.2% | -23.7% |
| 6M | +28.8% | +0.1% | +28.7% | +29.1% |
| YTD | +117.5% | +6.0% | +111.4% | +114.2% |
| 1Y | +216.1% | -3.0% | +219.0% | +219.8% |
| 3Y | +292.2% | +56.5% | +235.7% | +220.6% |
| All | +139.6% | +89.9% | +49.8% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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