+45.3%
MO vs VIAV
+72.0%
-26.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +1.2% |
| 7D | +6.9% | -14.7% | +21.6% | +5.5% |
| 30D | +14.9% | -37.4% | +52.3% | +11.1% |
| 3M | +16.4% | -27.1% | +43.6% | +14.3% |
| 6M | +9.6% | -44.0% | +53.6% | +7.7% |
| YTD | +41.8% | +64.9% | -23.0% | +53.5% |
| 1Y | +45.3% | +75.3% | -30.0% | +56.7% |
| All | +45.3% | +72.0% | -26.7% | +56.7% |
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