+168.3%
MTZ vs VIAV
+290.6%
-122.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +11.2% | -7.4% | -0.3% |
| 7D | +3.6% | +11.3% | -7.8% | -0.6% |
| 30D | -9.6% | -1.0% | -8.6% | -9.7% |
| 3M | -31.9% | -20.5% | -11.4% | -27.4% |
| 6M | -13.8% | +39.0% | -52.8% | -25.8% |
| YTD | +13.3% | +117.5% | -104.2% | -18.9% |
| 1Y | +39.3% | +233.8% | -194.5% | -17.2% |
| 3Y | +168.3% | +295.4% | -127.1% | +30.0% |
| All | +168.3% | +290.6% | -122.3% | +30.0% |
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