+296.6%
VIAV vs WEC
+40.3%
+256.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +2.0% | +1.3% |
| 7D | +13.6% | +0.4% | +13.2% | +13.5% |
| 30D | +5.3% | +0.9% | +4.4% | +5.2% |
| 3M | -15.6% | -5.3% | -10.3% | -15.2% |
| 6M | +34.0% | -6.6% | +40.6% | +34.9% |
| YTD | +119.9% | +3.3% | +116.6% | +118.9% |
| 1Y | +235.2% | +2.1% | +233.1% | +232.4% |
| All | +296.6% | +40.3% | +256.3% | +242.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling