+292.2%
VIAV vs MDY
+48.5%
+243.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +2.6% |
| 7D | +11.2% | -1.9% | +13.0% | +13.7% |
| 30D | -10.1% | -4.6% | -5.5% | -4.5% |
| 3M | -22.9% | -1.2% | -21.6% | -20.9% |
| 6M | +28.8% | +9.2% | +19.6% | +19.6% |
| YTD | +117.5% | +13.1% | +104.4% | +96.8% |
| 1Y | +216.1% | +13.0% | +203.1% | +186.6% |
| 3Y | +292.2% | +49.2% | +243.0% | +150.0% |
| All | +292.2% | +48.5% | +243.7% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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