+309.0%
VIAV vs MLM
+167.5%
+141.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +2.5% | +9.9% | +11.4% |
| 7D | +15.0% | -3.8% | +18.9% | +16.9% |
| 30D | -29.7% | +11.0% | -40.7% | -32.8% |
| 3M | -18.3% | -3.1% | -15.2% | -17.7% |
| 6M | -37.6% | -9.8% | -27.8% | -36.0% |
| YTD | +79.5% | -14.4% | +93.8% | +87.8% |
| 1Y | +79.6% | -12.6% | +92.1% | +86.5% |
| 3Y | +310.0% | +19.7% | +290.3% | +269.5% |
| 5Y | +105.9% | +29.8% | +76.2% | +75.7% |
| 10Y | +309.0% | +153.5% | +155.4% | +146.8% |
| All | +309.0% | +167.5% | +141.5% | +146.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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