+387.0%
VIAV vs MSI
+601.8%
-214.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -5.0% |
| 7D | +11.2% | -1.8% | +13.0% | +12.1% |
| 30D | -2.6% | -0.6% | -2.0% | -2.7% |
| 3M | -20.1% | +13.0% | -33.1% | -25.6% |
| 6M | +25.8% | +0.5% | +25.3% | +23.8% |
| YTD | +109.9% | +21.7% | +88.2% | +87.0% |
| 1Y | +214.3% | -2.6% | +216.9% | +212.8% |
| 3Y | +281.6% | +69.7% | +212.0% | +180.8% |
| 5Y | +132.6% | +102.8% | +29.8% | +51.3% |
| All | +387.0% | +601.8% | -214.8% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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