+278.5%
VIAV vs VIG
+54.7%
+223.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.1% | -3.9% |
| 7D | +11.2% | -2.2% | +13.4% | +14.7% |
| 30D | -2.6% | -3.2% | +0.6% | +1.8% |
| 3M | -20.1% | +3.0% | -23.2% | -23.9% |
| 6M | +25.8% | +8.1% | +17.7% | +13.0% |
| YTD | +109.9% | +9.1% | +100.8% | +87.1% |
| 1Y | +214.3% | +12.6% | +201.7% | +170.3% |
| All | +278.5% | +54.7% | +223.8% | +100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling