+83.9%
VUG vs VIAV
+279.3%
-195.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.5% | +4.0% | 0.0% |
| 7D | -1.9% | +11.2% | -13.1% | -3.2% |
| 30D | -1.6% | -2.6% | +1.0% | -1.6% |
| 3M | +4.4% | -20.1% | +24.5% | +6.2% |
| 6M | +13.2% | +25.8% | -12.6% | +6.7% |
| YTD | +7.5% | +109.9% | -102.4% | -7.5% |
| 1Y | +12.5% | +214.3% | -201.8% | -10.8% |
| All | +83.9% | +279.3% | -195.4% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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