+425.7%
META vs VIAV
+333.3%
+92.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +12.3% | -7.2% | +2.1% |
| 7D | +5.7% | +15.0% | -9.3% | +1.8% |
| 30D | -10.8% | -29.7% | +18.9% | -3.7% |
| 3M | +8.4% | -18.3% | +26.7% | +10.7% |
| 6M | +5.4% | -37.6% | +42.9% | +12.9% |
| YTD | -2.6% | +79.5% | -82.0% | -28.5% |
| 1Y | +3.5% | +79.6% | -76.0% | -24.3% |
| 3Y | +102.0% | +310.0% | -208.0% | +0.5% |
| 5Y | +93.1% | +105.9% | -12.8% | +28.6% |
| 10Y | +425.7% | +309.0% | +116.7% | +169.2% |
| All | +425.7% | +333.3% | +92.3% | +169.2% |
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