+2,563.8%
MRK vs VIAV
+3,187.5%
-623.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.5% | +2.6% | -1.6% |
| 7D | -5.0% | +11.2% | -16.2% | -5.8% |
| 30D | +11.0% | -2.6% | +13.6% | +10.9% |
| 3M | +22.4% | -20.1% | +42.5% | +23.4% |
| 6M | +25.4% | +25.8% | -0.4% | +21.5% |
| YTD | +39.5% | +109.9% | -70.4% | +29.4% |
| 1Y | +78.0% | +214.3% | -136.3% | +59.7% |
| 3Y | +45.5% | +281.6% | -236.1% | +27.4% |
| 5Y | +130.3% | +132.6% | -2.3% | +107.5% |
| 10Y | +229.8% | +396.7% | -166.9% | +177.5% |
| All | +2,563.8% | +3,187.5% | -623.7% | +1,628.1% |
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