+296.6%
VIAV vs MSI
+68.0%
+228.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | +13.6% | -4.0% | +17.5% | +15.0% |
| 30D | +5.3% | -0.5% | +5.8% | +5.2% |
| 3M | -15.6% | +11.4% | -27.0% | -19.1% |
| 6M | +34.0% | +1.0% | +33.0% | +33.1% |
| YTD | +119.9% | +20.7% | +99.2% | +103.9% |
| 1Y | +235.2% | -2.7% | +237.8% | +241.1% |
| All | +296.6% | +68.0% | +228.5% | +225.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling