+48.6%
MS vs VIAV
+231.5%
-182.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +11.2% | -11.8% | -2.0% |
| 7D | +2.5% | +11.3% | -8.9% | +1.1% |
| 30D | 0.0% | -1.0% | +1.0% | -0.3% |
| 3M | +2.4% | -20.5% | +23.0% | +4.0% |
| 6M | +36.4% | +39.0% | -2.6% | +27.5% |
| YTD | +23.8% | +117.5% | -93.6% | +7.2% |
| 1Y | +48.6% | +233.8% | -185.1% | +16.5% |
| All | +48.6% | +231.5% | -182.9% | +16.5% |
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