+143.7%
VIAV vs WAT
-4.5%
+148.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | +13.6% | -1.8% | +15.4% | +14.1% |
| 30D | +5.3% | -1.7% | +7.0% | +5.7% |
| 3M | -15.6% | +9.1% | -24.7% | -17.9% |
| 6M | +34.0% | +32.4% | +1.6% | +21.7% |
| YTD | +119.9% | +6.6% | +113.3% | +111.6% |
| 1Y | +235.2% | +34.7% | +200.5% | +196.4% |
| 3Y | +299.8% | +53.6% | +246.2% | +220.1% |
| All | +143.7% | -4.5% | +148.2% | +116.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling