+139.6%
VIAV vs WEC
+30.6%
+109.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +11.2% | -0.6% | +11.7% | +11.4% |
| 30D | -10.1% | -2.6% | -7.5% | -9.5% |
| 3M | -22.9% | -6.0% | -16.8% | -21.9% |
| 6M | +28.8% | -5.4% | +34.2% | +30.3% |
| YTD | +117.5% | +2.5% | +115.0% | +115.8% |
| 1Y | +216.1% | -0.7% | +216.8% | +215.0% |
| 3Y | +292.2% | +38.7% | +253.5% | +247.0% |
| All | +139.6% | +30.6% | +109.0% | +105.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling