+2,785.5%
MSCI vs VIAV
+310.2%
+2,475.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +2.3% |
| 7D | +2.7% | +3.2% | -0.5% | +1.4% |
| 30D | +16.2% | -31.8% | +48.0% | +25.5% |
| 3M | +17.1% | -16.6% | +33.7% | +17.9% |
| 6M | +13.0% | -39.4% | +52.5% | +19.3% |
| YTD | +15.8% | +74.0% | -58.2% | -13.6% |
| 1Y | +15.5% | +70.8% | -55.3% | -13.6% |
| 3Y | +32.3% | +295.5% | -263.2% | -26.9% |
| 5Y | +8.2% | +103.3% | -95.2% | -27.6% |
| 10Y | +800.7% | +300.1% | +500.6% | +378.9% |
| All | +2,785.5% | +310.2% | +2,475.3% | +982.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling