+314.0%
VIAV vs MOD
+822.6%
-508.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +23.7% | +16.1% | +7.6% | +19.3% |
| 30D | -21.2% | -38.5% | +17.3% | -10.6% |
| 3M | -24.5% | -46.8% | +22.3% | -11.3% |
| 6M | -39.1% | -61.6% | +22.5% | -22.5% |
| YTD | +82.6% | -20.5% | +103.1% | +101.7% |
| 1Y | +82.7% | -28.0% | +110.7% | +105.0% |
| 3Y | +315.1% | +134.9% | +180.1% | +256.4% |
| 5Y | +113.4% | +833.2% | -719.8% | +36.3% |
| All | +314.0% | +822.6% | -508.6% | +132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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