+631.0%
MSCI vs VIAV
+407.5%
+223.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.3% |
| 7D | -1.1% | +13.6% | -14.7% | -4.0% |
| 30D | -1.2% | +5.3% | -6.5% | -3.3% |
| 3M | -8.4% | -15.6% | +7.2% | -7.7% |
| 6M | -1.0% | +34.0% | -35.0% | -16.0% |
| YTD | -2.3% | +119.9% | -122.1% | -31.2% |
| 1Y | -1.2% | +235.2% | -236.3% | -40.9% |
| 3Y | +7.9% | +299.8% | -291.9% | -42.6% |
| 5Y | -10.1% | +140.1% | -150.1% | -42.0% |
| 10Y | +631.0% | +420.3% | +210.7% | +262.2% |
| All | +631.0% | +407.5% | +223.5% | +262.2% |
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