+834.9%
MSCI vs VIAV
+315.1%
+519.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.2% |
| 7D | -0.7% | +23.7% | -24.4% | -4.9% |
| 30D | +16.2% | -21.2% | +37.3% | +20.3% |
| 3M | +16.1% | -24.5% | +40.7% | +19.8% |
| 6M | +12.9% | -39.1% | +52.0% | +19.1% |
| YTD | +14.8% | +82.6% | -67.8% | -17.7% |
| 1Y | +13.8% | +82.7% | -68.9% | -18.9% |
| 3Y | +31.2% | +315.1% | -283.8% | -35.3% |
| 5Y | +5.6% | +113.4% | -107.8% | -32.5% |
| All | +834.9% | +315.1% | +519.9% | +379.8% |
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 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