+2,800.3%
MSCI vs VIAV
+306.4%
+2,494.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.6% | +6.9% | +2.7% |
| 7D | +3.0% | +7.9% | -4.9% | +0.8% |
| 30D | +17.8% | -20.3% | +38.1% | +22.4% |
| 3M | +15.2% | -28.5% | +43.7% | +20.8% |
| 6M | +16.5% | -42.7% | +59.2% | +24.9% |
| YTD | +16.4% | +72.4% | -56.0% | -13.0% |
| 1Y | +16.8% | +81.5% | -64.6% | -14.3% |
| 3Y | +35.8% | +293.8% | -258.1% | -25.1% |
| 5Y | +7.0% | +101.4% | -94.5% | -28.3% |
| 10Y | +818.6% | +293.8% | +524.7% | +389.9% |
| All | +2,800.3% | +306.4% | +2,494.0% | +989.2% |
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 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