+3,501.4%
MCD vs VIAV
+2,964.2%
+537.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.7% | -5.2% | -1.8% |
| 7D | -2.8% | -4.6% | +1.8% | -2.5% |
| 30D | -6.0% | -10.4% | +4.4% | -5.5% |
| 3M | -5.6% | -34.5% | +28.9% | -3.4% |
| 6M | -21.9% | +7.0% | -28.8% | -23.5% |
| YTD | -14.7% | +95.6% | -110.3% | -20.7% |
| 1Y | -17.3% | +197.2% | -214.5% | -25.8% |
| 3Y | -2.2% | +232.0% | -234.2% | -14.0% |
| 5Y | +20.3% | +102.2% | -81.9% | +9.1% |
| 10Y | +180.7% | +344.6% | -163.9% | +138.1% |
| All | +3,501.4% | +2,964.2% | +537.2% | +2,066.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling