+2,417.1%
MSCI vs VIAV
+361.1%
+2,056.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -3.9% | -1.2% |
| 7D | +0.4% | -4.6% | +5.0% | +1.5% |
| 30D | +0.6% | -10.4% | +10.9% | +2.4% |
| 3M | -7.1% | -34.5% | +27.4% | 0.0% |
| 6M | +0.8% | +7.0% | -6.1% | -8.5% |
| YTD | +1.0% | +95.6% | -94.6% | -24.6% |
| 1Y | +4.3% | +197.2% | -192.9% | -32.1% |
| 3Y | +9.9% | +232.0% | -222.1% | -33.7% |
| 5Y | -6.8% | +102.2% | -109.0% | -35.4% |
| 10Y | +614.7% | +344.6% | +270.0% | +281.1% |
| All | +2,417.1% | +361.1% | +2,056.0% | +844.5% |
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