+214.3%
VIAV vs MSFU
-20.3%
+234.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.8% | -4.5% |
| 7D | +11.2% | -6.9% | +18.2% | +10.0% |
| 30D | -2.6% | -5.1% | +2.5% | -3.0% |
| 3M | -20.1% | +44.6% | -64.8% | -13.9% |
| 6M | +25.8% | +32.8% | -7.0% | +32.7% |
| YTD | +109.9% | -10.1% | +119.9% | +96.4% |
| 1Y | +214.3% | -19.4% | +233.7% | +155.3% |
| All | +214.3% | -20.3% | +234.6% | +155.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling