+2,222.5%
MKSI vs VIAV
-40.0%
+2,262.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.6% | -1.5% | +0.6% |
| 7D | +2.7% | +11.2% | -8.5% | -1.8% |
| 30D | -12.8% | -10.1% | -2.7% | -9.2% |
| 3M | -22.5% | -22.9% | +0.4% | -14.5% |
| 6M | +19.4% | +28.8% | -9.4% | +5.8% |
| YTD | +67.7% | +117.5% | -49.7% | +19.1% |
| 1Y | +131.4% | +216.1% | -84.7% | +40.1% |
| 3Y | +197.3% | +292.2% | -94.9% | +63.8% |
| 5Y | +87.0% | +141.0% | -54.0% | +25.0% |
| 10Y | +522.1% | +414.6% | +107.5% | +217.8% |
| All | +2,222.5% | -40.0% | +2,262.6% | +1,683.4% |
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 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