+404.6%
VIAV vs MOH
+264.4%
+140.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.0% | +1.6% | +3.3% |
| 7D | +11.2% | +1.7% | +9.5% | +10.8% |
| 30D | -10.1% | -0.9% | -9.2% | -10.1% |
| 3M | -22.9% | +5.7% | -28.6% | -23.7% |
| 6M | +28.8% | +39.1% | -10.3% | +21.7% |
| YTD | +117.5% | +17.7% | +99.8% | +107.9% |
| 1Y | +216.1% | +8.4% | +207.7% | +204.1% |
| 3Y | +292.2% | -36.6% | +328.8% | +297.9% |
| 5Y | +141.0% | -19.1% | +160.1% | +129.4% |
| All | +404.6% | +264.4% | +140.2% | +264.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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