+7.3%
MSCI vs VIAV
+290.6%
-283.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +11.2% | -14.9% | -3.9% |
| 7D | -2.1% | +11.3% | -13.4% | -2.3% |
| 30D | -1.7% | -1.0% | -0.7% | -1.8% |
| 3M | -8.2% | -20.5% | +12.3% | -7.5% |
| 6M | -2.4% | +39.0% | -41.4% | -8.3% |
| YTD | -2.8% | +117.5% | -120.3% | -14.8% |
| 1Y | -2.7% | +233.8% | -236.4% | -20.7% |
| 3Y | +7.3% | +295.4% | -288.1% | -16.4% |
| All | +7.3% | +290.6% | -283.3% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling