+267.0%
VIAV vs MGY
+210.4%
+56.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | +11.2% | +3.5% | +7.6% | +10.4% |
| 30D | -10.1% | +5.3% | -15.4% | -11.1% |
| 3M | -22.9% | +2.6% | -25.5% | -23.6% |
| 6M | +28.8% | -3.3% | +32.1% | +28.5% |
| YTD | +117.5% | +29.2% | +88.2% | +103.7% |
| 1Y | +216.1% | +18.0% | +198.0% | +200.8% |
| 3Y | +292.2% | +30.0% | +262.2% | +260.4% |
| 5Y | +141.0% | +92.7% | +48.3% | +94.5% |
| All | +267.0% | +210.4% | +56.6% | +137.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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