+122.9%
VIAV vs MSFU
+88.0%
+34.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -6.0% | -5.6% |
| 7D | +7.9% | -2.8% | +10.7% | +8.1% |
| 30D | -20.3% | -5.3% | -15.0% | -19.9% |
| 3M | -28.5% | +7.2% | -35.8% | -28.7% |
| 6M | -42.7% | +51.0% | -93.7% | -44.3% |
| YTD | +72.4% | -1.2% | +73.6% | +73.2% |
| 1Y | +81.5% | -10.3% | +91.8% | +85.2% |
| 3Y | +293.8% | +22.2% | +271.6% | +260.9% |
| All | +122.9% | +88.0% | +34.9% | +88.3% |
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 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