+373.4%
VIAV vs MUB
+76.3%
+297.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | 0.0% | +11.2% | +11.2% |
| 7D | +11.3% | -0.3% | +11.6% | +11.5% |
| 30D | -1.0% | -1.5% | +0.5% | 0.0% |
| 3M | -20.5% | -1.9% | -18.6% | -19.6% |
| 6M | +39.0% | -1.7% | +40.7% | +40.6% |
| YTD | +117.5% | -0.8% | +118.2% | +118.8% |
| 1Y | +233.8% | +1.5% | +232.3% | +231.6% |
| 3Y | +295.4% | +8.8% | +286.6% | +278.1% |
| 5Y | +134.3% | +2.0% | +132.3% | +130.5% |
| 10Y | +398.7% | +18.0% | +380.7% | +383.0% |
| All | +373.4% | +76.3% | +297.1% | +353.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling