+132.6%
VIAV vs WAB
+220.1%
-87.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.5% | -4.5% |
| 7D | +11.2% | -0.2% | +11.4% | +11.4% |
| 30D | -2.6% | -5.9% | +3.3% | +1.3% |
| 3M | -20.1% | +9.4% | -29.5% | -24.4% |
| 6M | +25.8% | +13.8% | +12.0% | +17.1% |
| YTD | +109.9% | +31.8% | +78.1% | +80.7% |
| 1Y | +214.3% | +48.5% | +165.8% | +154.3% |
| 3Y | +281.6% | +167.0% | +114.7% | +123.2% |
| 5Y | +132.6% | +222.3% | -89.7% | +21.1% |
| All | +132.6% | +220.1% | -87.6% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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