+278.5%
VIAV vs WAT
+52.2%
+226.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.8% | -4.4% |
| 7D | +11.2% | -2.9% | +14.1% | +11.9% |
| 30D | -2.6% | -3.2% | +0.6% | -2.0% |
| 3M | -20.1% | +10.6% | -30.7% | -22.1% |
| 6M | +25.8% | +34.0% | -8.2% | +16.1% |
| YTD | +109.9% | +5.7% | +104.1% | +103.9% |
| 1Y | +214.3% | +37.1% | +177.2% | +181.1% |
| All | +278.5% | +52.2% | +226.4% | +196.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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