+10,708.7%
MTZ vs VIAV
+2,964.2%
+7,744.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.7% | -1.5% | +1.2% |
| 7D | -1.6% | -4.6% | +3.0% | -0.4% |
| 30D | -11.1% | -10.4% | -0.7% | -8.8% |
| 3M | -36.7% | -34.5% | -2.2% | -30.1% |
| 6M | -21.9% | +7.0% | -28.9% | -24.8% |
| YTD | +9.1% | +95.6% | -86.5% | -10.9% |
| 1Y | +30.0% | +197.2% | -167.2% | -5.6% |
| 3Y | +138.5% | +232.0% | -93.5% | +66.1% |
| 5Y | +158.3% | +102.2% | +56.1% | +99.3% |
| 10Y | +700.8% | +344.6% | +356.1% | +407.5% |
| All | +10,708.7% | +2,964.2% | +7,744.5% | +4,741.9% |
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