+351.7%
VIAV vs MSTZ
-99.1%
+450.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.6% | -11.1% | -4.2% |
| 7D | +11.2% | +24.8% | -13.6% | +12.3% |
| 30D | -2.6% | -59.2% | +56.6% | -5.9% |
| 3M | -20.1% | -56.9% | +36.7% | -21.5% |
| 6M | +25.8% | -57.6% | +83.4% | +25.6% |
| YTD | +109.9% | -73.6% | +183.5% | +108.5% |
| 1Y | +214.3% | -15.6% | +229.8% | +230.2% |
| All | +351.7% | -99.1% | +450.8% | +309.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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