-16.8%
MCD vs VIAV
+237.5%
-254.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -0.9% |
| 7D | -2.9% | +13.6% | -16.4% | -2.3% |
| 30D | -6.7% | +5.3% | -12.1% | -6.4% |
| 3M | -9.6% | -15.6% | +6.1% | -9.9% |
| 6M | -22.3% | +34.0% | -56.3% | -21.7% |
| YTD | -15.4% | +119.9% | -135.3% | -14.3% |
| 1Y | -16.8% | +235.2% | -252.0% | -14.3% |
| All | -16.8% | +237.5% | -254.3% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling