+553.7%
MS vs VIAV
+292.0%
+261.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.3% | +1.1% |
| 7D | +0.8% | +3.2% | -2.4% | -0.5% |
| 30D | -0.7% | -31.8% | +31.1% | +9.8% |
| 3M | -12.4% | -16.6% | +4.3% | -10.6% |
| 6M | -1.7% | -39.4% | +37.7% | +8.1% |
| YTD | +8.0% | +74.0% | -66.0% | -23.3% |
| 1Y | +16.2% | +70.8% | -54.5% | -17.2% |
| 3Y | +171.3% | +295.5% | -124.2% | +27.8% |
| 5Y | +124.8% | +103.3% | +21.4% | +38.7% |
| 10Y | +553.7% | +300.1% | +253.5% | +239.4% |
| All | +553.7% | +292.0% | +261.6% | +239.4% |
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