+75.3%
VIAV vs VIG
+19.5%
+55.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -6.3% |
| 7D | -14.7% | +2.7% | -17.5% | -19.3% |
| 30D | -37.4% | +7.0% | -44.4% | -46.0% |
| 3M | -27.1% | +4.0% | -31.1% | -33.3% |
| 6M | -44.0% | +12.3% | -56.3% | -58.0% |
| YTD | +64.9% | +16.4% | +48.5% | +13.7% |
| 1Y | +75.3% | +19.2% | +56.1% | +16.0% |
| All | +75.3% | +19.5% | +55.8% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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