+404.6%
VIAV vs MKTX
+5.0%
+399.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +11.2% | -0.2% | +11.4% | +11.2% |
| 30D | -10.1% | +0.7% | -10.8% | -10.2% |
| 3M | -22.9% | +40.8% | -63.7% | -28.2% |
| 6M | +28.8% | -8.0% | +36.8% | +30.0% |
| YTD | +117.5% | -8.7% | +126.2% | +119.4% |
| 1Y | +216.1% | -11.8% | +227.9% | +220.7% |
| 3Y | +292.2% | -24.0% | +316.2% | +297.4% |
| 5Y | +141.0% | -60.3% | +201.3% | +184.3% |
| All | +404.6% | +5.0% | +399.5% | +372.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 10y: compounded portfolio wealth divided by compounded MKTX 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…
10y analysis · Full analysis span regression · 6 months rolling