+1,174.7%
MPC vs VIAV
+407.5%
+767.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | +3.2% | +13.6% | -10.4% | -0.5% |
| 30D | +25.0% | +5.3% | +19.7% | +22.1% |
| 3M | +55.2% | -15.6% | +70.8% | +58.2% |
| 6M | +86.4% | +34.0% | +52.4% | +57.5% |
| YTD | +148.5% | +119.9% | +28.6% | +71.1% |
| 1Y | +121.7% | +235.2% | -113.5% | +27.4% |
| 3Y | +172.9% | +299.8% | -126.9% | +36.2% |
| 5Y | +679.9% | +140.1% | +539.8% | +378.9% |
| 10Y | +1,174.7% | +420.3% | +754.4% | +482.4% |
| All | +1,174.7% | +407.5% | +767.2% | +482.4% |
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