+139.6%
VIAV vs WCC
+224.0%
-84.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.7% | -0.1% | +2.0% |
| 7D | +11.2% | +1.5% | +9.6% | +10.6% |
| 30D | -10.1% | -2.1% | -8.0% | -8.9% |
| 3M | -22.9% | +3.8% | -26.7% | -23.5% |
| 6M | +28.8% | +35.0% | -6.2% | +16.6% |
| YTD | +117.5% | +46.4% | +71.1% | +91.4% |
| 1Y | +216.1% | +63.0% | +153.1% | +169.8% |
| 3Y | +292.2% | +133.9% | +158.3% | +184.9% |
| All | +139.6% | +224.0% | -84.4% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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