+184.3%
VIAV vs MSFU
+70.7%
+113.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.2% |
| 7D | +13.6% | -2.3% | +15.9% | +13.6% |
| 30D | +5.3% | -6.3% | +11.6% | +5.6% |
| 3M | -15.6% | +40.0% | -55.6% | -17.4% |
| 6M | +34.0% | +30.1% | +3.9% | +30.5% |
| YTD | +119.9% | -10.3% | +130.2% | +121.4% |
| 1Y | +235.2% | -19.0% | +254.2% | +240.6% |
| 3Y | +299.8% | +25.8% | +274.0% | +257.2% |
| All | +184.3% | +70.7% | +113.6% | +140.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling