+387.0%
VIAV vs WEC
+146.6%
+240.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.8% | -4.4% |
| 7D | +11.2% | -1.3% | +12.5% | +11.6% |
| 30D | -2.6% | -0.4% | -2.2% | -2.5% |
| 3M | -20.1% | -6.8% | -13.3% | -18.9% |
| 6M | +25.8% | -6.4% | +32.2% | +27.7% |
| YTD | +109.9% | +2.5% | +107.4% | +108.3% |
| 1Y | +214.3% | -0.4% | +214.7% | +213.4% |
| 3Y | +281.6% | +38.5% | +243.1% | +245.6% |
| 5Y | +132.6% | +31.7% | +100.9% | +112.2% |
| All | +387.0% | +146.6% | +240.4% | +342.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling