+404.6%
VIAV vs MUB
+17.2%
+387.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +2.9% |
| 7D | +11.2% | -0.8% | +12.0% | +12.6% |
| 30D | -10.1% | -2.4% | -7.7% | -6.7% |
| 3M | -22.9% | -2.8% | -20.0% | -19.4% |
| 6M | +28.8% | -2.2% | +31.0% | +33.8% |
| YTD | +117.5% | -1.6% | +119.0% | +123.7% |
| 1Y | +216.1% | 0.0% | +216.0% | +217.5% |
| 3Y | +292.2% | +7.9% | +284.3% | +251.1% |
| 5Y | +141.0% | +1.2% | +139.8% | +137.5% |
| All | +404.6% | +17.2% | +387.3% | +377.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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