+433.3%
META vs VIAV
+325.3%
+108.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.4% | -8.4% | -3.5% |
| 7D | -0.2% | +12.3% | -12.5% | -3.3% |
| 30D | -15.4% | -21.0% | +5.6% | -11.2% |
| 3M | +5.0% | -14.1% | +19.1% | +5.9% |
| 6M | +5.2% | -39.9% | +45.1% | +14.2% |
| YTD | -4.5% | +85.2% | -89.7% | -30.5% |
| 1Y | +0.6% | +84.3% | -83.6% | -26.9% |
| 3Y | +93.1% | +320.9% | -227.8% | -4.6% |
| 5Y | +93.7% | +117.5% | -23.8% | +26.7% |
| 10Y | +433.3% | +323.1% | +110.3% | +171.4% |
| All | +433.3% | +325.3% | +108.1% | +171.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling