+9,966.4%
MO vs VIAV
+3,187.5%
+6,779.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.5% | +5.9% | +1.5% |
| 7D | -1.0% | +11.2% | -12.2% | -1.5% |
| 30D | +5.8% | -2.6% | +8.4% | +5.7% |
| 3M | -4.5% | -20.1% | +15.6% | -4.1% |
| 6M | +5.7% | +25.8% | -20.1% | +3.8% |
| YTD | +23.1% | +109.9% | -86.8% | +17.8% |
| 1Y | +10.9% | +214.3% | -203.4% | +3.9% |
| 3Y | +96.1% | +281.6% | -185.5% | +80.7% |
| 5Y | +100.1% | +132.6% | -32.5% | +87.8% |
| 10Y | +114.0% | +396.7% | -282.7% | +93.1% |
| All | +9,966.4% | +3,187.5% | +6,779.0% | +7,428.8% |
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