+139.6%
VIAV vs VIG
+63.0%
+76.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +2.7% |
| 7D | +11.2% | -1.1% | +12.2% | +12.5% |
| 30D | -10.1% | -2.7% | -7.4% | -7.2% |
| 3M | -22.9% | +2.5% | -25.4% | -25.5% |
| 6M | +28.8% | +9.2% | +19.5% | +16.2% |
| YTD | +117.5% | +9.8% | +107.6% | +95.6% |
| 1Y | +216.1% | +12.4% | +203.7% | +177.9% |
| 3Y | +292.2% | +55.9% | +236.3% | +141.8% |
| All | +139.6% | +63.0% | +76.6% | +40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling