+292.2%
VIAV vs MSFU
+25.3%
+266.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -2.3% | +13.5% | +11.2% |
| 7D | +11.3% | -3.2% | +14.5% | +11.3% |
| 30D | -1.0% | -3.1% | +2.1% | -1.0% |
| 3M | -20.5% | +35.3% | -55.8% | -20.6% |
| 6M | +39.0% | +31.6% | +7.4% | +37.9% |
| YTD | +117.5% | -9.5% | +127.0% | +120.1% |
| 1Y | +233.8% | -18.4% | +252.2% | +239.8% |
| All | +292.2% | +25.3% | +266.9% | +259.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling